+274.2%
RCL vs BN
+90.6%
+183.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.0% |
| 7D | +6.5% | +5.3% | +1.2% | +2.7% |
| 30D | +15.9% | +11.9% | +4.0% | +7.0% |
| 3M | +2.7% | -5.7% | +8.4% | +7.0% |
| 6M | +15.2% | -10.6% | +25.8% | +24.4% |
| YTD | +19.2% | -9.4% | +28.6% | +26.5% |
| 1Y | +31.6% | -8.8% | +40.4% | +38.5% |
| 3Y | +274.2% | +95.6% | +178.6% | +156.5% |
| All | +274.2% | +90.6% | +183.6% | +156.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling