+292.2%
RCL vs CB
+107.6%
+184.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.2% |
| 7D | -1.2% | +2.9% | -4.1% | -2.7% |
| 30D | +17.8% | +7.3% | +10.5% | +13.6% |
| 3M | +4.9% | +9.4% | -4.5% | 0.0% |
| 6M | +23.7% | +19.6% | +4.1% | +10.9% |
| YTD | +17.8% | +21.5% | -3.7% | +4.0% |
| 1Y | +28.9% | +28.0% | +0.9% | +10.0% |
| 3Y | +241.9% | +74.9% | +167.0% | +121.1% |
| All | +292.2% | +107.6% | +184.6% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 5y: compounded portfolio wealth divided by compounded CB 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…
5y analysis · Full analysis span regression · 6 months rolling