+211.9%
RCL vs DOW
-10.0%
+221.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -0.2% |
| 7D | +8.5% | -6.8% | +15.4% | +13.1% |
| 30D | +20.4% | +10.8% | +9.6% | +12.1% |
| 3M | +11.0% | +4.1% | +6.9% | +6.3% |
| 6M | +24.9% | -12.7% | +37.6% | +30.5% |
| YTD | +23.9% | +39.2% | -15.4% | -16.1% |
| 1Y | +30.8% | +49.5% | -18.7% | -16.8% |
| 3Y | +270.4% | -24.4% | +294.8% | +272.5% |
| 5Y | +296.1% | -29.6% | +325.7% | +325.2% |
| All | +211.9% | -10.0% | +221.8% | +140.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling