+330.2%
RCL vs BIL
+26.1%
+304.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +14.4% | +0.3% | +14.1% | +14.2% |
| 3M | +5.2% | +0.9% | +4.2% | +4.9% |
| 6M | +26.1% | +1.8% | +24.3% | +25.6% |
| YTD | +17.4% | +3.1% | +14.2% | +15.1% |
| 1Y | +24.7% | +3.7% | +21.0% | +21.6% |
| 3Y | +250.9% | +13.8% | +237.1% | +181.1% |
| 5Y | +293.8% | +20.2% | +273.6% | +183.7% |
| All | +330.2% | +26.1% | +304.1% | +138.7% |
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