+241.9%
RCL vs CPNG
-1.0%
+242.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | -1.2% | -6.8% | +5.6% | +0.6% |
| 30D | +17.8% | +5.5% | +12.4% | +16.4% |
| 3M | +4.9% | -6.8% | +11.7% | +6.5% |
| 6M | +23.7% | -4.8% | +28.5% | +23.4% |
| YTD | +17.8% | -35.6% | +53.4% | +28.1% |
| 1Y | +28.9% | -46.8% | +75.7% | +48.0% |
| 3Y | +241.9% | -0.8% | +242.7% | +233.1% |
| All | +241.9% | -1.0% | +242.9% | +233.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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