+351.4%
RCL vs BN
+269.1%
+82.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.1% |
| 7D | -5.1% | -2.5% | -2.6% | -3.0% |
| 30D | -19.0% | -9.5% | -9.5% | -11.4% |
| 3M | -9.6% | -10.4% | +0.8% | -0.4% |
| 6M | -6.7% | -6.4% | -0.3% | -1.7% |
| YTD | -3.9% | -11.9% | +7.9% | +6.0% |
| 1Y | -25.1% | -8.6% | -16.5% | -20.9% |
| 3Y | +179.1% | +77.6% | +101.6% | +48.5% |
| 5Y | +243.3% | +37.0% | +206.3% | +134.8% |
| All | +351.4% | +269.1% | +82.3% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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