+366.9%
RCL vs BTI
+123.4%
+243.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.4% | +0.3% |
| 7D | +8.5% | -0.1% | +8.7% | +8.5% |
| 30D | +20.4% | +9.6% | +10.8% | +15.8% |
| 3M | +11.0% | +8.3% | +2.7% | +7.0% |
| 6M | +24.9% | +7.5% | +17.4% | +19.6% |
| YTD | +23.9% | +12.3% | +11.6% | +15.9% |
| 1Y | +30.8% | +16.2% | +14.6% | +20.5% |
| 3Y | +270.4% | +148.0% | +122.4% | +128.2% |
| 5Y | +296.1% | +153.2% | +142.9% | +139.9% |
| All | +366.9% | +123.4% | +243.5% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling