+1,251.4%
RCL vs BB
+307.3%
+944.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.4% | -3.0% | +0.6% |
| 7D | +6.5% | +3.8% | +2.7% | +5.7% |
| 30D | +15.9% | -0.3% | +16.2% | +15.5% |
| 3M | +2.7% | -0.5% | +3.1% | +1.8% |
| 6M | +15.2% | +45.9% | -30.7% | +4.4% |
| YTD | +19.2% | +130.6% | -111.4% | -1.7% |
| 1Y | +31.6% | +89.2% | -57.6% | +12.2% |
| 3Y | +274.2% | +137.5% | +136.7% | +191.5% |
| 5Y | +250.1% | -20.9% | +271.0% | +226.8% |
| 10Y | +388.4% | +25.4% | +363.0% | +263.1% |
| All | +1,251.4% | +307.3% | +944.1% | +576.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling