+5,893.7%
RCL vs BEN
+2,002.3%
+3,891.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.2% |
| 7D | +8.5% | +12.1% | -3.6% | +1.3% |
| 30D | +20.4% | +13.4% | +7.0% | +11.7% |
| 3M | +11.0% | +9.4% | +1.6% | +5.0% |
| 6M | +24.9% | +19.3% | +5.6% | +11.7% |
| YTD | +23.9% | +57.3% | -33.4% | -6.3% |
| 1Y | +30.8% | +69.1% | -38.3% | -5.2% |
| 3Y | +270.4% | +85.6% | +184.8% | +145.2% |
| 5Y | +296.1% | +32.9% | +263.2% | +222.0% |
| 10Y | +375.0% | +58.3% | +316.7% | +236.2% |
| All | +5,893.7% | +2,002.3% | +3,891.4% | +1,953.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling