+379.0%
RCL vs BIL
+25.6%
+353.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +5.0% | +0.1% | +4.9% | +5.1% |
| 30D | +19.4% | 0.0% | +19.4% | +18.9% |
| 3M | +5.9% | +0.6% | +5.3% | +5.4% |
| 6M | +23.8% | +1.5% | +22.3% | +22.8% |
| YTD | +22.8% | +2.8% | +20.0% | +20.1% |
| 1Y | +34.3% | +3.3% | +30.9% | +30.6% |
| 3Y | +276.4% | +13.4% | +263.0% | +201.0% |
| 5Y | +281.6% | +19.8% | +261.8% | +173.8% |
| 10Y | +379.0% | +25.6% | +353.4% | +164.3% |
| All | +379.0% | +25.6% | +353.4% | +164.3% |
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