+245.3%
RCL vs DOCN
-34.6%
+279.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -15.9% | +12.7% | +0.4% |
| 7D | +3.9% | -29.3% | +33.2% | +11.7% |
| 30D | +11.8% | -46.0% | +57.8% | +26.9% |
| 3M | -0.8% | -43.2% | +42.3% | +9.7% |
| 6M | +23.6% | -53.7% | +77.3% | +40.8% |
| YTD | +17.6% | +46.9% | -29.3% | -7.2% |
| 1Y | +28.3% | +54.3% | -26.1% | -0.7% |
| 3Y | +261.4% | +185.5% | +75.9% | +115.0% |
| 5Y | +245.3% | -31.1% | +276.4% | +149.6% |
| All | +245.3% | -34.6% | +279.9% | +149.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling