+173.5%
RCL vs BR
-5.1%
+178.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -2.2% | -5.0% | +2.8% | -0.3% |
| 30D | -15.7% | -2.5% | -13.2% | -15.0% |
| 3M | -8.0% | +13.5% | -21.5% | -13.0% |
| 6M | -10.1% | -9.4% | -0.7% | -5.8% |
| YTD | -5.9% | -23.3% | +17.4% | +8.2% |
| 1Y | -23.5% | -31.6% | +8.1% | -4.6% |
| All | +173.5% | -5.1% | +178.6% | +173.7% |
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