+254.5%
RCL vs BR
+15.2%
+239.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.6% | +1.9% | -1.3% | -0.1% |
| 30D | +19.4% | +15.9% | +3.5% | +13.7% |
| 3M | +9.8% | +13.7% | -3.9% | +4.9% |
| 6M | +28.6% | +31.0% | -2.4% | +16.0% |
| YTD | +22.2% | -12.0% | +34.1% | +33.3% |
| 1Y | +29.7% | -11.5% | +41.2% | +41.3% |
| All | +254.5% | +15.2% | +239.3% | +264.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling