-25.1%
RCL vs DOW
+30.0%
-55.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | -0.7% |
| 7D | -5.1% | -2.4% | -2.7% | -5.5% |
| 30D | -19.0% | +0.4% | -19.4% | -18.8% |
| 3M | -9.6% | -14.4% | +4.8% | -11.1% |
| 6M | -6.7% | -7.0% | +0.3% | -11.0% |
| YTD | -3.9% | +30.2% | -34.1% | -14.9% |
| 1Y | -25.1% | +29.2% | -54.3% | -34.0% |
| All | -25.1% | +30.0% | -55.1% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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