+331.9%
RCL vs BEN
+58.7%
+273.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.1% |
| 7D | -1.2% | +6.8% | -8.0% | -5.7% |
| 30D | +17.8% | +18.0% | -0.1% | +5.0% |
| 3M | +4.9% | +7.5% | -2.5% | -0.4% |
| 6M | +23.7% | +14.7% | +9.0% | +11.5% |
| YTD | +17.8% | +56.1% | -38.3% | -14.9% |
| 1Y | +28.9% | +69.6% | -40.7% | -12.2% |
| 3Y | +241.9% | +87.7% | +154.2% | +105.3% |
| 5Y | +295.4% | +28.6% | +266.8% | +210.1% |
| All | +331.9% | +58.7% | +273.2% | +142.2% |
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