-25.1%
RCL vs DBX
+20.4%
-45.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | -5.1% | -2.4% | -2.7% | -4.9% |
| 30D | -19.0% | -0.5% | -18.5% | -19.0% |
| 3M | -9.6% | +28.1% | -37.6% | -10.2% |
| 6M | -6.7% | +33.1% | -39.8% | -7.0% |
| YTD | -3.9% | +25.3% | -29.2% | -4.3% |
| 1Y | -25.1% | +18.3% | -43.4% | -25.6% |
| All | -25.1% | +20.4% | -45.5% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 1y: compounded portfolio wealth divided by compounded DBX 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…
1y analysis · Full analysis span regression · 6 months rolling