+234.8%
RCL vs BIL
+19.4%
+215.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.0% |
| 30D | -19.0% | +0.3% | -19.3% | -18.8% |
| 3M | -9.6% | +0.9% | -10.5% | -8.8% |
| 6M | -6.7% | +1.8% | -8.5% | -6.4% |
| YTD | -3.9% | +2.4% | -6.4% | -4.3% |
| 1Y | -25.1% | +3.7% | -28.8% | -26.2% |
| 3Y | +179.1% | +14.2% | +164.9% | +85.4% |
| All | +234.8% | +19.4% | +215.4% | +52.8% |
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