-23.5%
RCL vs BND
+0.2%
-23.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -0.7% |
| 7D | -2.2% | -0.1% | -2.1% | -1.5% |
| 30D | -15.7% | -0.2% | -15.4% | -14.7% |
| 3M | -8.0% | -0.7% | -7.3% | -4.4% |
| 6M | -10.1% | -1.7% | -8.5% | -3.9% |
| YTD | -5.9% | -0.5% | -5.4% | -1.4% |
| 1Y | -23.5% | +0.4% | -23.8% | -19.3% |
| All | -23.5% | +0.2% | -23.7% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling