-25.1%
RCL vs DOCS
-60.9%
+35.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | 0.0% |
| 7D | -5.1% | -1.4% | -3.7% | -5.0% |
| 30D | -19.0% | +21.8% | -40.8% | -20.1% |
| 3M | -9.6% | +27.3% | -36.9% | -11.2% |
| 6M | -6.7% | -0.3% | -6.4% | -7.2% |
| YTD | -3.9% | -40.5% | +36.6% | +1.5% |
| 1Y | -25.1% | -61.5% | +36.5% | -19.2% |
| All | -25.1% | -60.9% | +35.8% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling