+292.2%
RCL vs BTG
+30.0%
+262.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -1.2% | -9.1% | +7.9% | +0.2% |
| 30D | +17.8% | -1.6% | +19.5% | +17.9% |
| 3M | +4.9% | -2.8% | +7.7% | +4.9% |
| 6M | +23.7% | -7.6% | +31.3% | +23.9% |
| YTD | +17.8% | +10.2% | +7.6% | +13.4% |
| 1Y | +28.9% | +21.3% | +7.7% | +22.1% |
| 3Y | +241.9% | +82.7% | +159.2% | +188.1% |
| All | +292.2% | +30.0% | +262.3% | +317.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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