+180.1%
RCL vs DKS
+35.3%
+144.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.1% | +3.0% | -8.1% | -5.9% |
| 30D | -19.0% | -30.5% | +11.5% | -11.3% |
| 3M | -9.6% | -35.7% | +26.1% | +1.6% |
| 6M | -6.7% | -29.7% | +23.0% | +1.0% |
| YTD | -3.9% | -28.9% | +24.9% | +3.3% |
| 1Y | -25.1% | -35.9% | +10.8% | -16.9% |
| All | +180.1% | +35.3% | +144.9% | +136.3% |
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