+867.1%
RCL vs BND
+74.8%
+792.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.8% |
| 7D | -0.2% | -1.4% | +1.2% | 0.0% |
| 30D | +14.4% | +0.8% | +13.6% | +14.2% |
| 3M | +5.2% | -1.2% | +6.4% | +5.4% |
| 6M | +26.1% | -1.4% | +27.5% | +26.5% |
| YTD | +17.4% | -1.3% | +18.7% | +17.7% |
| 1Y | +24.7% | -1.2% | +25.9% | +25.1% |
| 3Y | +250.9% | +13.7% | +237.2% | +250.2% |
| 5Y | +293.8% | -1.7% | +295.5% | +281.1% |
| 10Y | +342.4% | +17.2% | +325.2% | +397.0% |
| All | +867.1% | +74.8% | +792.3% | +1,201.0% |
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