+30.8%
RCL vs CG
-19.2%
+50.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.5% |
| 7D | +8.5% | +2.0% | +6.6% | +7.5% |
| 30D | +20.4% | +8.5% | +11.9% | +16.1% |
| 3M | +11.0% | -12.1% | +23.1% | +16.8% |
| 6M | +24.9% | -16.4% | +41.3% | +35.0% |
| YTD | +23.9% | -28.0% | +51.8% | +39.5% |
| 1Y | +30.8% | -18.9% | +49.7% | +38.8% |
| All | +30.8% | -19.2% | +50.0% | +38.8% |
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