+292.2%
RCL vs CNP
+74.5%
+217.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | -1.2% | +1.3% | -2.5% | -1.6% |
| 30D | +17.8% | +3.8% | +14.0% | +16.2% |
| 3M | +4.9% | +2.4% | +2.6% | +3.9% |
| 6M | +23.7% | -1.2% | +24.9% | +23.6% |
| YTD | +17.8% | +9.3% | +8.6% | +12.1% |
| 1Y | +28.9% | +6.4% | +22.5% | +23.9% |
| 3Y | +241.9% | +66.4% | +175.5% | +155.6% |
| All | +292.2% | +74.5% | +217.7% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 5y: compounded portfolio wealth divided by compounded CNP 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…
5y analysis · Full analysis span regression · 6 months rolling