+227.1%
RCL vs DKS
+15.5%
+211.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.1% |
| 7D | -2.2% | -2.9% | +0.7% | -1.2% |
| 30D | -15.7% | -37.7% | +22.0% | -1.8% |
| 3M | -8.0% | -38.9% | +31.0% | +7.6% |
| 6M | -10.1% | -31.1% | +21.0% | -0.6% |
| YTD | -5.9% | -31.8% | +25.9% | +4.2% |
| 1Y | -23.5% | -38.0% | +14.6% | -12.6% |
| 3Y | +174.4% | +28.6% | +145.8% | +114.8% |
| 5Y | +227.1% | +12.5% | +214.6% | +122.7% |
| All | +227.1% | +15.5% | +211.6% | +122.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling