+234.8%
RCL vs DOCN
+54.1%
+180.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.8% |
| 7D | -5.1% | +1.1% | -6.2% | -5.4% |
| 30D | -19.0% | -9.6% | -9.4% | -17.6% |
| 3M | -9.6% | -37.7% | +28.1% | -1.1% |
| 6M | -6.7% | +115.2% | -121.9% | -29.1% |
| YTD | -3.9% | +133.7% | -137.6% | -29.6% |
| 1Y | -25.1% | +250.2% | -275.2% | -52.0% |
| 3Y | +179.1% | +320.3% | -141.2% | +58.6% |
| All | +234.8% | +54.1% | +180.7% | +114.6% |
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