+5,669.9%
RCL vs CPB
+221.4%
+5,448.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.7% |
| 7D | +6.5% | +8.0% | -1.5% | +4.7% |
| 30D | +15.9% | +22.4% | -6.5% | +10.6% |
| 3M | +2.7% | +2.5% | +0.1% | +1.7% |
| 6M | +15.2% | +12.2% | +3.0% | +11.4% |
| YTD | +19.2% | -12.8% | +32.0% | +21.7% |
| 1Y | +31.6% | -19.2% | +50.8% | +36.6% |
| 3Y | +274.2% | -35.6% | +309.7% | +301.5% |
| 5Y | +250.1% | -31.4% | +281.5% | +262.2% |
| 10Y | +388.4% | -37.9% | +426.4% | +383.5% |
| All | +5,669.9% | +221.4% | +5,448.5% | +3,951.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling