+330.2%
RCL vs BN
+297.2%
+33.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.0% |
| 7D | -0.2% | -0.3% | +0.1% | 0.0% |
| 30D | +14.4% | +13.6% | +0.8% | +1.8% |
| 3M | +5.2% | -6.7% | +11.8% | +11.8% |
| 6M | +26.1% | -9.0% | +35.1% | +36.4% |
| YTD | +17.4% | -8.8% | +26.1% | +25.5% |
| 1Y | +24.7% | -10.6% | +35.3% | +35.3% |
| 3Y | +250.9% | +98.8% | +152.2% | +68.8% |
| 5Y | +293.8% | +33.6% | +260.2% | +178.8% |
| All | +330.2% | +297.2% | +33.0% | +52.0% |
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