+5,811.4%
RCL vs BTI
+5,770.9%
+40.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +0.6% | -3.0% | +3.7% | +1.5% |
| 30D | +19.4% | +9.8% | +9.7% | +15.9% |
| 3M | +9.8% | +9.2% | +0.6% | +6.5% |
| 6M | +28.6% | +4.0% | +24.6% | +26.1% |
| YTD | +22.2% | +12.7% | +9.5% | +16.3% |
| 1Y | +29.7% | +15.9% | +13.8% | +22.4% |
| 3Y | +265.3% | +148.9% | +116.4% | +163.7% |
| 5Y | +301.8% | +152.8% | +149.0% | +188.5% |
| 10Y | +360.5% | +124.2% | +236.3% | +238.5% |
| All | +5,811.4% | +5,770.9% | +40.5% | +2,968.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling