+5,578.8%
RCL vs BBY
+13,918.9%
-8,340.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.3% | -3.4% |
| 7D | -0.2% | +4.0% | -4.3% | -1.4% |
| 30D | +14.4% | +17.6% | -3.2% | +8.8% |
| 3M | +5.2% | +25.9% | -20.7% | -2.5% |
| 6M | +26.1% | +85.1% | -59.0% | +3.4% |
| YTD | +17.4% | +60.6% | -43.3% | 0.0% |
| 1Y | +24.7% | +40.2% | -15.5% | +10.7% |
| 3Y | +250.9% | +86.6% | +164.3% | +179.0% |
| 5Y | +293.8% | -3.7% | +297.5% | +276.9% |
| 10Y | +342.4% | +287.7% | +54.7% | +188.0% |
| All | +5,578.8% | +13,918.9% | -8,340.2% | +2,009.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling