+4,454.2%
RCL vs BNY
+4,973.6%
-519.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.2% | +0.3% | -2.5% | -2.4% |
| 30D | -15.7% | +1.9% | -17.6% | -16.7% |
| 3M | -8.0% | +13.9% | -21.9% | -15.3% |
| 6M | -10.1% | +42.3% | -52.4% | -27.5% |
| YTD | -5.9% | +41.8% | -47.7% | -24.1% |
| 1Y | -23.5% | +57.9% | -81.4% | -42.2% |
| 3Y | +174.4% | +290.7% | -116.3% | +22.4% |
| 5Y | +227.1% | +252.3% | -25.1% | +56.0% |
| 10Y | +342.5% | +412.8% | -70.3% | +79.0% |
| All | +4,454.2% | +4,973.6% | -519.4% | +910.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling