+274.2%
RCL vs CASY
+154.1%
+120.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.4% |
| 7D | +6.5% | +1.1% | +5.4% | +6.3% |
| 30D | +15.9% | +8.7% | +7.2% | +14.3% |
| 3M | +2.7% | -17.3% | +20.0% | +5.5% |
| 6M | +15.2% | -19.7% | +35.0% | +19.1% |
| YTD | +19.2% | +24.8% | -5.6% | +7.3% |
| 1Y | +31.6% | +31.9% | -0.3% | +16.2% |
| 3Y | +274.2% | +155.4% | +118.8% | +169.0% |
| All | +274.2% | +154.1% | +120.1% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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