+179.4%
RCL vs BTI
+113.6%
+65.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -0.5% | -1.4% | +0.9% | -0.3% |
| 30D | -17.3% | -7.0% | -10.3% | -16.8% |
| 3M | -2.8% | -6.3% | +3.6% | -2.1% |
| 6M | -4.4% | -2.0% | -2.4% | -4.2% |
| YTD | -4.2% | +0.2% | -4.4% | -4.1% |
| 1Y | -23.4% | +3.8% | -27.2% | -23.4% |
| 3Y | +179.4% | +112.1% | +67.3% | +147.4% |
| All | +179.4% | +113.6% | +65.7% | +147.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling