+350.2%
RCL vs BIL
+25.3%
+324.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.5% | +0.1% | -0.5% | -0.5% |
| 30D | -17.3% | +0.3% | -17.6% | -17.4% |
| 3M | -2.8% | +0.9% | -3.7% | -2.9% |
| 6M | -4.4% | +1.8% | -6.2% | -5.3% |
| YTD | -4.2% | +2.5% | -6.6% | -6.0% |
| 1Y | -23.4% | +3.7% | -27.1% | -25.9% |
| 3Y | +179.4% | +14.1% | +165.3% | +118.3% |
| 5Y | +238.8% | +19.4% | +219.3% | +138.7% |
| 10Y | +350.2% | +25.3% | +324.9% | +138.5% |
| All | +350.2% | +25.3% | +324.9% | +138.5% |
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