+691.8%
RCL vs BND
+76.8%
+615.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -5.1% | -0.1% | -4.9% | -5.1% |
| 30D | -19.0% | -0.4% | -18.7% | -19.0% |
| 3M | -9.6% | -0.6% | -8.9% | -9.5% |
| 6M | -6.7% | -1.4% | -5.2% | -6.5% |
| YTD | -3.9% | -0.2% | -3.7% | -3.8% |
| 1Y | -25.1% | +1.3% | -26.4% | -25.0% |
| 3Y | +179.1% | +13.2% | +166.0% | +177.8% |
| 5Y | +243.3% | -1.6% | +244.9% | +231.1% |
| 10Y | +325.8% | +15.5% | +310.3% | +361.8% |
| All | +691.8% | +76.8% | +615.0% | +963.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling