+180.6%
RCL vs BEN
+57.6%
+123.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.7% | -2.0% |
| 7D | -5.1% | +0.2% | -5.3% | -5.3% |
| 30D | -19.0% | -0.5% | -18.5% | -18.8% |
| 3M | -9.6% | +9.7% | -19.3% | -14.4% |
| 6M | -6.7% | +33.9% | -40.6% | -21.3% |
| YTD | -3.9% | +49.0% | -52.9% | -23.5% |
| 1Y | -25.1% | +42.1% | -67.2% | -39.0% |
| All | +180.6% | +57.6% | +123.0% | +110.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling