+296.1%
RCL vs D
+14.3%
+281.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +8.5% | +2.4% | +6.1% | +8.1% |
| 30D | +20.4% | +10.9% | +9.5% | +18.3% |
| 3M | +11.0% | +2.8% | +8.2% | +10.4% |
| 6M | +24.9% | +12.7% | +12.1% | +22.1% |
| YTD | +23.9% | +20.3% | +3.5% | +19.3% |
| 1Y | +30.8% | +17.1% | +13.7% | +26.6% |
| 3Y | +270.4% | +75.1% | +195.2% | +219.5% |
| 5Y | +296.1% | +13.1% | +283.0% | +293.8% |
| All | +296.1% | +14.3% | +281.8% | +293.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling