+227.1%
RCL vs BR
+7.6%
+219.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -2.2% | -5.0% | +2.8% | +0.3% |
| 30D | -15.7% | -2.5% | -13.2% | -14.8% |
| 3M | -8.0% | +13.5% | -21.5% | -14.7% |
| 6M | -10.1% | -9.4% | -0.7% | -5.7% |
| YTD | -5.9% | -23.3% | +17.4% | +8.3% |
| 1Y | -23.5% | -31.6% | +8.1% | -4.6% |
| 3Y | +174.4% | -5.1% | +179.5% | +172.0% |
| 5Y | +227.1% | +8.2% | +219.0% | +160.6% |
| All | +227.1% | +7.6% | +219.5% | +160.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling