+868.1%
RCL vs BIL
+30.4%
+837.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.6% |
| 7D | +6.5% | -0.3% | +6.8% | +4.8% |
| 30D | +15.9% | 0.0% | +15.9% | +15.9% |
| 3M | +2.7% | +0.3% | +2.4% | +4.8% |
| 6M | +15.2% | +1.2% | +14.0% | +24.5% |
| YTD | +19.2% | +2.5% | +16.8% | +38.7% |
| 1Y | +31.6% | +3.0% | +28.6% | +58.6% |
| 3Y | +274.2% | +13.2% | +261.0% | +708.7% |
| 5Y | +250.1% | +19.4% | +230.6% | +984.2% |
| 10Y | +388.4% | +25.2% | +363.2% | +2,003.0% |
| All | +868.1% | +30.4% | +837.7% | +3,820.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling