+173.5%
RCL vs BBY
+38.4%
+135.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | -2.2% | +1.2% | -3.4% | -2.6% |
| 30D | -15.7% | +6.8% | -22.5% | -17.8% |
| 3M | -8.0% | +18.7% | -26.7% | -13.9% |
| 6M | -10.1% | +37.3% | -47.4% | -21.0% |
| YTD | -5.9% | +35.3% | -41.2% | -17.1% |
| 1Y | -23.5% | +20.7% | -44.2% | -29.8% |
| All | +173.5% | +38.4% | +135.1% | +137.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling