+350.2%
RCL vs BEN
+56.5%
+293.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.1% |
| 7D | -0.5% | +4.7% | -5.1% | -3.6% |
| 30D | -17.3% | +2.6% | -19.9% | -18.8% |
| 3M | -2.8% | +11.5% | -14.3% | -10.3% |
| 6M | -4.4% | +35.3% | -39.7% | -23.0% |
| YTD | -4.2% | +48.6% | -52.8% | -27.8% |
| 1Y | -23.4% | +46.7% | -70.1% | -42.0% |
| 3Y | +179.4% | +57.0% | +122.4% | +93.1% |
| 5Y | +238.8% | +41.8% | +196.9% | +147.1% |
| 10Y | +350.2% | +55.2% | +295.0% | +168.1% |
| All | +350.2% | +56.5% | +293.7% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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