+261.1%
RCL vs DOW
-30.0%
+291.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.9% |
| 7D | +6.5% | -9.5% | +16.0% | +9.8% |
| 30D | +15.9% | +13.1% | +2.8% | +10.8% |
| 3M | +2.7% | +4.8% | -2.2% | +0.1% |
| 6M | +15.2% | -16.7% | +31.9% | +21.1% |
| YTD | +19.2% | +38.9% | -19.6% | -8.7% |
| 1Y | +31.6% | +48.3% | -16.7% | -3.3% |
| 3Y | +274.2% | -24.4% | +298.5% | +300.8% |
| All | +261.1% | -30.0% | +291.1% | +336.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling