+216.5%
RCL vs DBX
+11.7%
+204.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.1% |
| 7D | +8.5% | -7.3% | +15.8% | +11.4% |
| 30D | +20.4% | -5.7% | +26.1% | +22.6% |
| 3M | +11.0% | -6.3% | +17.3% | +12.7% |
| 6M | +24.9% | +12.1% | +12.7% | +17.6% |
| YTD | +23.9% | +16.5% | +7.3% | +13.7% |
| 1Y | +30.8% | +6.1% | +24.8% | +24.2% |
| 3Y | +270.4% | +21.8% | +248.6% | +221.6% |
| 5Y | +296.1% | +19.1% | +277.0% | +241.1% |
| All | +216.5% | +11.7% | +204.8% | +147.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling