+179.4%
RCL vs CNC
-2.0%
+181.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | -0.4% |
| 7D | -0.5% | -1.0% | +0.5% | -0.5% |
| 30D | -17.3% | -1.8% | -15.5% | -17.4% |
| 3M | -2.8% | -0.7% | -2.1% | -2.7% |
| 6M | -4.4% | +47.9% | -52.3% | -2.5% |
| YTD | -4.2% | +56.9% | -61.1% | -1.8% |
| 1Y | -23.4% | +123.9% | -147.3% | -19.7% |
| 3Y | +179.4% | -1.3% | +180.7% | +172.6% |
| All | +179.4% | -2.0% | +181.4% | +172.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling