+254.5%
RCL vs DKS
+44.5%
+209.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.6% | +1.3% | -0.7% | +0.2% |
| 30D | +19.4% | +8.9% | +10.5% | +16.4% |
| 3M | +9.8% | -26.4% | +36.1% | +18.0% |
| 6M | +28.6% | -31.1% | +59.7% | +40.5% |
| YTD | +22.2% | -22.8% | +45.0% | +27.8% |
| 1Y | +29.7% | -29.5% | +59.2% | +39.8% |
| All | +254.5% | +44.5% | +209.9% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 3y: compounded portfolio wealth divided by compounded DKS 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…
3y analysis · Full analysis span regression · 6 months rolling