+15.2%
RCL vs BB
+57.2%
-42.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.4% | -3.0% | +1.0% |
| 7D | +6.5% | +3.8% | +2.7% | +6.1% |
| 30D | +15.9% | -0.3% | +16.2% | +15.6% |
| 3M | +2.7% | -0.5% | +3.1% | +2.6% |
| 6M | +15.2% | +45.9% | -30.7% | +13.4% |
| All | +15.2% | +57.2% | -42.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling