+331.9%
RCL vs BR
+277.7%
+54.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -1.2% | +1.1% | -2.3% | -1.8% |
| 30D | +17.8% | +14.4% | +3.5% | +8.0% |
| 3M | +4.9% | +12.4% | -7.5% | -3.3% |
| 6M | +23.7% | +35.4% | -11.7% | -0.5% |
| YTD | +17.8% | -12.2% | +30.0% | +25.0% |
| 1Y | +28.9% | -12.7% | +41.7% | +37.6% |
| 3Y | +241.9% | +14.3% | +227.6% | +195.2% |
| 5Y | +295.4% | +19.3% | +276.1% | +222.8% |
| All | +331.9% | +277.7% | +54.2% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling