+665.8%
RCL vs BR
+1,321.0%
-655.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.2% | +2.3% |
| 7D | -5.1% | -5.3% | +0.2% | -1.4% |
| 30D | -19.0% | +6.4% | -25.5% | -23.0% |
| 3M | -9.6% | +13.6% | -23.2% | -18.8% |
| 6M | -6.7% | -6.7% | 0.0% | -4.4% |
| YTD | -3.9% | -21.1% | +17.2% | +9.8% |
| 1Y | -25.1% | -29.6% | +4.5% | -6.4% |
| 3Y | +179.1% | -2.4% | +181.5% | +167.6% |
| 5Y | +243.3% | +11.2% | +232.1% | +189.8% |
| 10Y | +325.8% | +191.8% | +134.0% | +64.1% |
| All | +665.8% | +1,321.0% | -655.2% | -16.7% |
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 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