+331.2%
RCL vs CNC
+96.8%
+234.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.7% |
| 7D | -2.5% | -3.9% | +1.4% | -1.7% |
| 30D | -15.7% | +0.8% | -16.5% | -15.9% |
| 3M | -3.6% | +0.1% | -3.7% | -4.1% |
| 6M | -8.7% | +79.7% | -88.3% | -20.7% |
| YTD | -6.2% | +58.9% | -65.1% | -16.9% |
| 1Y | -22.9% | +109.1% | -132.0% | -36.8% |
| 3Y | +173.6% | 0.0% | +173.6% | +150.4% |
| 5Y | +226.6% | +9.5% | +217.1% | +179.1% |
| All | +331.2% | +96.8% | +234.3% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling