+360.5%
RCL vs CPB
-40.1%
+400.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.4% |
| 7D | +0.6% | -4.1% | +4.7% | +0.5% |
| 30D | +19.4% | +16.9% | +2.5% | +20.0% |
| 3M | +9.8% | -0.6% | +10.3% | +9.8% |
| 6M | +28.6% | +11.4% | +17.3% | +29.3% |
| YTD | +22.2% | -14.8% | +37.0% | +21.4% |
| 1Y | +29.7% | -24.8% | +54.5% | +28.1% |
| 3Y | +265.3% | -36.6% | +301.9% | +257.0% |
| 5Y | +301.8% | -33.3% | +335.1% | +296.1% |
| 10Y | +360.5% | -40.4% | +400.9% | +341.9% |
| All | +360.5% | -40.1% | +400.6% | +341.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling