+234.8%
RCL vs CSGP
-64.7%
+299.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.8% |
| 7D | -5.1% | -4.1% | -1.0% | -3.6% |
| 30D | -19.0% | +2.3% | -21.3% | -20.1% |
| 3M | -9.6% | -8.2% | -1.4% | -7.7% |
| 6M | -6.7% | -35.1% | +28.4% | +10.0% |
| YTD | -3.9% | -54.0% | +50.1% | +29.7% |
| 1Y | -25.1% | -65.3% | +40.2% | +16.4% |
| 3Y | +179.1% | -62.6% | +241.7% | +300.2% |
| All | +234.8% | -64.7% | +299.5% | +331.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 5y: compounded portfolio wealth divided by compounded CSGP 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…
5y analysis · Full analysis span regression · 6 months rolling