+32.0%
RCL vs BIL
+3.0%
+29.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.4% | +6.4% |
| 7D | +11.7% | -0.3% | +11.9% | +8.8% |
| 30D | +21.1% | 0.0% | +21.2% | +19.7% |
| 3M | +2.9% | +0.3% | +2.6% | +7.4% |
| 6M | +29.8% | +1.2% | +28.6% | +52.7% |
| YTD | +21.4% | +2.4% | +19.0% | +19.8% |
| 1Y | +32.0% | +3.0% | +29.0% | +8.4% |
| All | +32.0% | +3.0% | +29.0% | +8.4% |
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