-25.1%
RCL vs BIL
+3.7%
-28.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | +0.4% |
| 7D | -5.1% | +0.1% | -5.2% | -3.7% |
| 30D | -19.0% | +0.3% | -19.3% | -13.9% |
| 3M | -9.6% | +0.9% | -10.5% | +9.2% |
| 6M | -6.7% | +1.8% | -8.5% | +20.0% |
| YTD | -3.9% | +2.4% | -6.4% | +24.1% |
| 1Y | -25.1% | +3.7% | -28.8% | +26.7% |
| All | -25.1% | +3.7% | -28.8% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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