+5,669.9%
RCL vs BN
+32,951.9%
-27,282.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.0% |
| 7D | +6.5% | +5.3% | +1.2% | +2.6% |
| 30D | +15.9% | +11.9% | +4.0% | +6.8% |
| 3M | +2.7% | -5.7% | +8.4% | +7.2% |
| 6M | +15.2% | -10.6% | +25.8% | +24.6% |
| YTD | +19.2% | -9.4% | +28.6% | +27.0% |
| 1Y | +31.6% | -8.8% | +40.4% | +39.2% |
| 3Y | +274.2% | +95.6% | +178.6% | +122.8% |
| 5Y | +250.1% | +30.2% | +219.9% | +180.9% |
| 10Y | +388.4% | +277.0% | +111.4% | +103.7% |
| All | +5,669.9% | +32,951.9% | -27,282.0% | +474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling