+331.9%
RCL vs BTI
+131.8%
+200.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.2% |
| 7D | -1.2% | +1.6% | -2.8% | -1.9% |
| 30D | +17.8% | +9.2% | +8.6% | +13.5% |
| 3M | +4.9% | +9.6% | -4.7% | +0.6% |
| 6M | +23.7% | -2.4% | +26.2% | +24.0% |
| YTD | +17.8% | +14.2% | +3.6% | +9.4% |
| 1Y | +28.9% | +20.3% | +8.6% | +16.9% |
| 3Y | +241.9% | +147.4% | +94.5% | +111.0% |
| 5Y | +295.4% | +155.4% | +140.0% | +138.4% |
| All | +331.9% | +131.8% | +200.1% | +159.2% |
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