+238.8%
RCL vs BIIB
-35.6%
+274.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.9% |
| 7D | -0.5% | -1.6% | +1.2% | 0.0% |
| 30D | -17.3% | +2.2% | -19.5% | -17.9% |
| 3M | -2.8% | +10.3% | -13.1% | -5.9% |
| 6M | -4.4% | +14.9% | -19.3% | -9.0% |
| YTD | -4.2% | +20.7% | -24.9% | -10.3% |
| 1Y | -23.4% | +50.3% | -73.7% | -33.0% |
| 3Y | +179.4% | -18.0% | +197.3% | +186.8% |
| 5Y | +238.8% | -33.9% | +272.7% | +248.5% |
| All | +238.8% | -35.6% | +274.4% | +248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 5y: compounded portfolio wealth divided by compounded BIIB 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…
5y analysis · Full analysis span regression · 6 months rolling