+331.9%
RCL vs BBY
+288.1%
+43.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | -1.2% | +4.5% | -5.6% | -3.4% |
| 30D | +17.8% | +16.8% | +1.0% | +8.8% |
| 3M | +4.9% | +23.2% | -18.3% | -6.5% |
| 6M | +23.7% | +91.9% | -68.2% | -13.3% |
| YTD | +17.8% | +61.6% | -43.8% | -10.7% |
| 1Y | +28.9% | +43.9% | -15.0% | +3.8% |
| 3Y | +241.9% | +88.6% | +153.2% | +121.7% |
| 5Y | +295.4% | -3.1% | +298.5% | +253.8% |
| All | +331.9% | +288.1% | +43.8% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling