+301.8%
RCL vs DKS
+29.6%
+272.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.6% | +1.3% | -0.7% | +0.1% |
| 30D | +19.4% | +8.9% | +10.5% | +15.5% |
| 3M | +9.8% | -26.4% | +36.1% | +19.6% |
| 6M | +28.6% | -31.1% | +59.7% | +42.7% |
| YTD | +22.2% | -22.8% | +45.0% | +28.6% |
| 1Y | +29.7% | -29.5% | +59.2% | +41.5% |
| 3Y | +265.3% | +42.8% | +222.5% | +170.8% |
| 5Y | +301.8% | +29.2% | +272.6% | +135.5% |
| All | +301.8% | +29.6% | +272.2% | +135.5% |
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