+227.1%
RCL vs BBY
+0.2%
+226.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | -2.2% | +1.2% | -3.4% | -2.7% |
| 30D | -15.7% | +6.8% | -22.5% | -18.3% |
| 3M | -8.0% | +18.7% | -26.7% | -15.4% |
| 6M | -10.1% | +37.3% | -47.4% | -23.6% |
| YTD | -5.9% | +35.3% | -41.2% | -20.0% |
| 1Y | -23.5% | +20.7% | -44.2% | -31.6% |
| 3Y | +174.4% | +39.4% | +134.9% | +112.9% |
| 5Y | +227.1% | -1.5% | +228.6% | +158.1% |
| All | +227.1% | +0.2% | +226.9% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling