+360.5%
RCL vs BIL
+25.6%
+334.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.7% |
| 30D | +19.4% | 0.0% | +19.4% | +18.9% |
| 3M | +9.8% | +0.6% | +9.2% | +9.1% |
| 6M | +28.6% | +1.5% | +27.1% | +27.4% |
| YTD | +22.2% | +2.8% | +19.4% | +19.0% |
| 1Y | +29.7% | +3.3% | +26.4% | +25.6% |
| 3Y | +265.3% | +13.4% | +251.9% | +185.4% |
| 5Y | +301.8% | +19.8% | +281.9% | +177.6% |
| 10Y | +360.5% | +25.7% | +334.8% | +133.5% |
| All | +360.5% | +25.6% | +334.8% | +133.5% |
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