+274.2%
RCL vs CI
0.0%
+274.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +1.4% |
| 7D | +6.5% | -1.6% | +8.1% | +6.5% |
| 30D | +15.9% | +5.4% | +10.5% | +15.8% |
| 3M | +2.7% | +7.3% | -4.6% | +2.5% |
| 6M | +15.2% | +5.3% | +9.9% | +15.1% |
| YTD | +19.2% | +8.5% | +10.8% | +19.0% |
| 1Y | +31.6% | +17.1% | +14.5% | +31.3% |
| 3Y | +274.2% | +1.4% | +272.8% | +291.0% |
| All | +274.2% | 0.0% | +274.2% | +291.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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