+839.0%
RCL vs BR
+1,481.8%
-642.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | -1.2% | +1.1% | -2.3% | -1.9% |
| 30D | +17.8% | +14.4% | +3.5% | +6.7% |
| 3M | +4.9% | +12.4% | -7.5% | -4.5% |
| 6M | +23.7% | +35.4% | -11.7% | -3.3% |
| YTD | +17.8% | -12.2% | +30.0% | +23.8% |
| 1Y | +28.9% | -12.7% | +41.7% | +36.4% |
| 3Y | +241.9% | +14.3% | +227.6% | +189.8% |
| 5Y | +295.4% | +19.3% | +276.1% | +218.1% |
| 10Y | +344.1% | +278.1% | +66.0% | +40.3% |
| All | +839.0% | +1,481.8% | -642.8% | -6.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling