+322.4%
RCL vs DOCN
+102.5%
+220.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -7.2% | +13.5% | +7.9% |
| 7D | +11.7% | -20.0% | +31.7% | +16.6% |
| 30D | +21.1% | -38.8% | +59.9% | +32.9% |
| 3M | +2.9% | -34.8% | +37.7% | +10.1% |
| 6M | +29.8% | -22.8% | +52.6% | +28.8% |
| YTD | +21.4% | +74.6% | -53.2% | -4.8% |
| 1Y | +32.0% | +116.4% | -84.4% | -3.0% |
| 3Y | +273.1% | +239.3% | +33.8% | +129.8% |
| 5Y | +288.4% | -20.2% | +308.6% | +175.1% |
| All | +322.4% | +102.5% | +220.0% | +182.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling