+350.2%
RCL vs CPB
-45.7%
+395.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.0% | -0.2% |
| 7D | -0.5% | -8.2% | +7.8% | -0.6% |
| 30D | -17.3% | -5.6% | -11.7% | -17.4% |
| 3M | -2.8% | +3.0% | -5.7% | -2.6% |
| 6M | -4.4% | -12.7% | +8.3% | -4.8% |
| YTD | -4.2% | -18.0% | +13.8% | -4.8% |
| 1Y | -23.4% | -31.7% | +8.4% | -24.5% |
| 3Y | +179.4% | -41.0% | +220.3% | +173.0% |
| 5Y | +238.8% | -38.4% | +277.1% | +233.0% |
| 10Y | +350.2% | -45.0% | +395.1% | +333.2% |
| All | +350.2% | -45.7% | +395.9% | +333.2% |
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