+342.5%
RCL vs BTI
+68.1%
+274.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -2.2% | -2.4% | +0.2% | -1.2% |
| 30D | -15.7% | -4.8% | -10.9% | -13.9% |
| 3M | -8.0% | -8.1% | +0.1% | -5.0% |
| 6M | -10.1% | -4.2% | -5.9% | -9.4% |
| YTD | -5.9% | -1.3% | -4.6% | -6.8% |
| 1Y | -23.5% | +2.1% | -25.6% | -25.5% |
| 3Y | +174.4% | +108.9% | +65.5% | +82.8% |
| 5Y | +227.1% | +114.5% | +112.7% | +113.3% |
| 10Y | +342.5% | +72.2% | +270.3% | +204.1% |
| All | +342.5% | +68.1% | +274.4% | +204.1% |
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