+32.0%
RCL vs CG
-14.1%
+46.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.5% | +1.9% | +4.4% |
| 7D | +11.7% | +9.4% | +2.2% | +7.5% |
| 30D | +21.1% | +8.7% | +12.4% | +16.8% |
| 3M | +2.9% | -15.0% | +17.9% | +9.9% |
| 6M | +29.8% | -13.2% | +43.0% | +37.8% |
| YTD | +21.4% | -26.2% | +47.6% | +35.4% |
| 1Y | +32.0% | -14.1% | +46.1% | +35.9% |
| All | +32.0% | -14.1% | +46.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling