+261.1%
RCL vs BIL
+19.4%
+241.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.5% |
| 7D | +6.5% | -0.3% | +6.8% | +5.5% |
| 30D | +15.9% | 0.0% | +15.9% | +15.1% |
| 3M | +2.7% | +0.3% | +2.4% | +2.0% |
| 6M | +15.2% | +1.2% | +14.0% | +14.7% |
| YTD | +19.2% | +2.5% | +16.8% | +16.5% |
| 1Y | +31.6% | +3.0% | +28.6% | +27.7% |
| 3Y | +274.2% | +13.2% | +261.0% | +139.0% |
| All | +261.1% | +19.4% | +241.7% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling