+196.7%
RCL vs DOW
-5.5%
+202.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -1.2% | +5.2% | -6.4% | -4.4% |
| 30D | +17.8% | +13.2% | +4.7% | +8.2% |
| 3M | +4.9% | +10.1% | -5.1% | -3.0% |
| 6M | +23.7% | -13.1% | +36.8% | +30.3% |
| YTD | +17.8% | +46.1% | -28.3% | -22.7% |
| 1Y | +28.9% | +50.0% | -21.1% | -17.5% |
| 3Y | +241.9% | -20.2% | +262.1% | +231.7% |
| 5Y | +295.4% | -27.7% | +323.1% | +320.2% |
| All | +196.7% | -5.5% | +202.2% | +121.7% |
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