+29.7%
RCL vs BEN
+70.3%
-40.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.3% | -3.3% | -0.8% |
| 7D | +5.0% | +12.2% | -7.2% | -2.3% |
| 30D | +19.4% | +12.1% | +7.3% | +11.2% |
| 3M | +5.9% | +7.3% | -1.4% | +1.2% |
| 6M | +23.8% | +17.9% | +5.9% | +10.1% |
| YTD | +22.8% | +55.4% | -32.6% | -11.4% |
| All | +29.7% | +70.3% | -40.6% | -10.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling