+614.1%
RCL vs BLDR
+414.6%
+199.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.9% |
| 7D | -5.1% | -2.8% | -2.2% | -4.3% |
| 30D | -19.0% | -13.3% | -5.7% | -15.5% |
| 3M | -9.6% | -12.3% | +2.7% | -6.5% |
| 6M | -6.7% | -31.5% | +24.8% | +4.2% |
| YTD | -3.9% | -36.1% | +32.1% | +8.9% |
| 1Y | -25.1% | -54.1% | +29.0% | -6.2% |
| 3Y | +179.1% | -55.8% | +234.9% | +238.1% |
| 5Y | +243.3% | +20.7% | +222.6% | +199.9% |
| 10Y | +325.8% | +390.2% | -64.5% | +140.2% |
| All | +614.1% | +414.6% | +199.4% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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