+380.4%
RCL vs D
+42.6%
+337.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.8% |
| 7D | +6.5% | +3.0% | +3.5% | +5.7% |
| 30D | +15.9% | +11.5% | +4.4% | +12.3% |
| 3M | +2.7% | +3.7% | -1.1% | +1.6% |
| 6M | +15.2% | +13.5% | +1.7% | +10.7% |
| YTD | +19.2% | +20.7% | -1.5% | +12.1% |
| 1Y | +31.6% | +18.2% | +13.4% | +24.3% |
| 3Y | +274.2% | +73.3% | +200.9% | +205.6% |
| 5Y | +250.1% | +12.3% | +237.8% | +232.0% |
| All | +380.4% | +42.6% | +337.9% | +371.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling