+309.2%
RCL vs DOCN
+70.4%
+238.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -15.9% | +12.7% | +0.2% |
| 7D | +3.9% | -29.3% | +33.2% | +11.1% |
| 30D | +11.8% | -46.0% | +57.8% | +25.7% |
| 3M | -0.8% | -43.2% | +42.3% | +8.9% |
| 6M | +23.6% | -53.7% | +77.3% | +39.4% |
| YTD | +17.6% | +46.9% | -29.3% | -4.7% |
| 1Y | +28.3% | +54.3% | -26.1% | +2.3% |
| 3Y | +261.4% | +185.5% | +75.9% | +130.2% |
| 5Y | +245.3% | -31.1% | +276.4% | +152.9% |
| All | +309.2% | +70.4% | +238.8% | +183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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