+30.8%
RCL vs DOCS
-40.0%
+70.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +1.0% |
| 7D | +8.5% | -0.6% | +9.1% | +8.6% |
| 30D | +20.4% | +6.3% | +14.1% | +19.9% |
| 3M | +11.0% | +26.5% | -15.5% | +9.2% |
| 6M | +24.9% | +24.8% | +0.1% | +23.1% |
| YTD | +23.9% | -26.8% | +50.6% | +36.1% |
| 1Y | +30.8% | -38.3% | +69.1% | +52.1% |
| All | +30.8% | -40.0% | +70.8% | +52.1% |
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