+379.0%
RCL vs CPB
-39.9%
+419.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.0% |
| 7D | +5.0% | +3.3% | +1.7% | +5.0% |
| 30D | +19.4% | +19.0% | +0.4% | +20.0% |
| 3M | +5.9% | +0.4% | +5.5% | +6.0% |
| 6M | +23.8% | +13.0% | +10.8% | +24.4% |
| YTD | +22.8% | -12.7% | +35.5% | +22.1% |
| 1Y | +34.3% | -20.9% | +55.1% | +32.9% |
| 3Y | +276.4% | -35.4% | +311.8% | +267.9% |
| 5Y | +281.6% | -32.3% | +313.9% | +276.2% |
| 10Y | +379.0% | -40.5% | +419.5% | +373.5% |
| All | +379.0% | -39.9% | +419.0% | +373.5% |
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