+179.4%
RCL vs DOW
-35.3%
+214.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -0.5% | -2.9% | +2.5% | -0.1% |
| 30D | -17.3% | +2.0% | -19.3% | -17.8% |
| 3M | -2.8% | -12.5% | +9.8% | -0.9% |
| 6M | -4.4% | -9.2% | +4.8% | -6.5% |
| YTD | -4.2% | +30.8% | -34.9% | -18.7% |
| 1Y | -23.4% | +29.4% | -52.8% | -35.2% |
| 3Y | +179.4% | -34.6% | +213.9% | +202.0% |
| All | +179.4% | -35.3% | +214.7% | +202.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling