+274.2%
RCL vs CPB
-36.0%
+310.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.5% |
| 7D | +6.5% | +8.0% | -1.5% | +6.0% |
| 30D | +15.9% | +22.4% | -6.5% | +14.6% |
| 3M | +2.7% | +2.5% | +0.1% | +2.5% |
| 6M | +15.2% | +12.2% | +3.0% | +14.5% |
| YTD | +19.2% | -12.8% | +32.0% | +19.5% |
| 1Y | +31.6% | -19.2% | +50.8% | +32.3% |
| 3Y | +274.2% | -35.6% | +309.7% | +257.5% |
| All | +274.2% | -36.0% | +310.2% | +257.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling