+301.8%
RCL vs BR
+18.1%
+283.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.3% |
| 7D | +0.6% | +1.9% | -1.3% | -0.4% |
| 30D | +19.4% | +15.9% | +3.5% | +10.7% |
| 3M | +9.8% | +13.7% | -3.9% | +2.3% |
| 6M | +28.6% | +31.0% | -2.4% | +9.8% |
| YTD | +22.2% | -12.0% | +34.1% | +31.3% |
| 1Y | +29.7% | -11.5% | +41.2% | +39.1% |
| 3Y | +265.3% | +14.9% | +250.4% | +222.2% |
| 5Y | +301.8% | +20.1% | +281.7% | +200.7% |
| All | +301.8% | +18.1% | +283.7% | +200.7% |
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 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