+241.9%
RCL vs BND
+14.0%
+227.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.6% |
| 7D | -1.2% | -1.4% | +0.2% | +0.6% |
| 30D | +17.8% | +0.6% | +17.3% | +17.1% |
| 3M | +4.9% | -1.6% | +6.5% | +7.2% |
| 6M | +23.7% | -1.5% | +25.3% | +26.5% |
| YTD | +17.8% | -1.5% | +19.3% | +20.8% |
| 1Y | +28.9% | -1.1% | +30.0% | +32.0% |
| 3Y | +241.9% | +13.6% | +228.3% | +210.9% |
| All | +241.9% | +14.0% | +227.9% | +210.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling