+227.5%
RCL vs BNS
+91.0%
+136.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.1% |
| 7D | -2.2% | -1.3% | -0.9% | -1.0% |
| 30D | -15.7% | +4.0% | -19.7% | -19.2% |
| 3M | -8.0% | +13.8% | -21.8% | -19.6% |
| 6M | -10.1% | +32.7% | -42.8% | -32.2% |
| YTD | -5.9% | +27.6% | -33.5% | -26.5% |
| 1Y | -23.5% | +47.4% | -70.9% | -48.3% |
| 3Y | +174.4% | +129.0% | +45.4% | +17.3% |
| All | +227.5% | +91.0% | +136.5% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 5y: compounded portfolio wealth divided by compounded BNS 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…
5y analysis · Full analysis span regression · 6 months rolling