+137.0%
RCL vs DOW
-15.9%
+152.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -2.2% | -6.0% | +3.8% | +1.6% |
| 30D | -15.7% | -2.7% | -12.9% | -14.7% |
| 3M | -8.0% | -10.5% | +2.5% | -3.7% |
| 6M | -10.1% | -12.4% | +2.3% | -10.6% |
| YTD | -5.9% | +30.0% | -35.9% | -32.7% |
| 1Y | -23.5% | +27.8% | -51.3% | -46.0% |
| 3Y | +174.4% | -34.9% | +209.3% | +214.1% |
| 5Y | +227.1% | -35.9% | +263.0% | +277.2% |
| All | +137.0% | -15.9% | +152.9% | +92.9% |
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