+4,549.4%
RCL vs D
+1,309.2%
+3,240.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.1% | +1.5% | -6.5% | -5.7% |
| 30D | -19.0% | -2.6% | -16.4% | -18.1% |
| 3M | -9.6% | 0.0% | -9.6% | -9.7% |
| 6M | -6.7% | +7.4% | -14.0% | -10.3% |
| YTD | -3.9% | +15.9% | -19.8% | -10.9% |
| 1Y | -25.1% | +18.1% | -43.2% | -31.3% |
| 3Y | +179.1% | +58.4% | +120.7% | +116.7% |
| 5Y | +243.3% | +5.2% | +238.1% | +217.6% |
| 10Y | +325.8% | +35.9% | +289.9% | +233.6% |
| All | +4,549.4% | +1,309.2% | +3,240.2% | +1,507.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling