+375.0%
RCL vs BIL
+25.7%
+349.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | +8.5% | +0.1% | +8.4% | +8.7% |
| 30D | +20.4% | 0.0% | +20.4% | +19.9% |
| 3M | +11.0% | +0.6% | +10.4% | +10.4% |
| 6M | +24.9% | +1.5% | +23.3% | +23.8% |
| YTD | +23.9% | +2.8% | +21.1% | +21.0% |
| 1Y | +30.8% | +3.3% | +27.5% | +27.2% |
| 3Y | +270.4% | +13.4% | +257.0% | +194.7% |
| 5Y | +296.1% | +19.8% | +276.3% | +182.0% |
| 10Y | +375.0% | +25.7% | +349.4% | +159.3% |
| All | +375.0% | +25.7% | +349.4% | +159.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling