+379.0%
RCL vs BN
+289.4%
+89.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.8% | -0.8% | -0.5% |
| 7D | +5.0% | +3.6% | +1.3% | +1.6% |
| 30D | +19.4% | +15.9% | +3.5% | +4.4% |
| 3M | +5.9% | -2.3% | +8.3% | +8.0% |
| 6M | +23.8% | -8.4% | +32.2% | +33.2% |
| YTD | +22.8% | -5.9% | +28.7% | +27.6% |
| 1Y | +34.3% | -5.6% | +39.8% | +38.5% |
| 3Y | +276.4% | +104.2% | +172.2% | +77.4% |
| 5Y | +281.6% | +35.5% | +246.1% | +167.6% |
| 10Y | +379.0% | +285.2% | +93.8% | +73.8% |
| All | +379.0% | +289.4% | +89.7% | +73.8% |
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