+219.1%
RCL vs BNY
+256.6%
-37.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.9% | -1.3% | -0.6% | -0.8% |
| 30D | -15.5% | -0.2% | -15.4% | -15.5% |
| 3M | -9.7% | +14.9% | -24.6% | -20.4% |
| 6M | -8.7% | +40.0% | -48.7% | -32.0% |
| YTD | -5.8% | +42.0% | -47.7% | -31.0% |
| 1Y | -24.5% | +56.9% | -81.3% | -49.4% |
| 3Y | +173.9% | +289.9% | -116.0% | -15.7% |
| All | +219.1% | +256.6% | -37.5% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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