+1,292.0%
RCL vs BB
+329.7%
+962.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.5% | -2.5% | +2.0% |
| 7D | +5.0% | +15.0% | -10.0% | +2.3% |
| 30D | +19.4% | +3.5% | +15.9% | +18.1% |
| 3M | +5.9% | +2.7% | +3.3% | +4.5% |
| 6M | +23.8% | +44.7% | -20.9% | +12.4% |
| YTD | +22.8% | +143.3% | -120.5% | +0.3% |
| 1Y | +34.3% | +102.2% | -67.9% | +13.0% |
| 3Y | +276.4% | +156.1% | +120.3% | +189.2% |
| 5Y | +281.6% | -17.6% | +299.2% | +253.5% |
| 10Y | +379.0% | +29.0% | +350.1% | +254.0% |
| All | +1,292.0% | +329.7% | +962.3% | +589.8% |
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