+219.1%
RCL vs DOW
-37.7%
+256.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +1.1% |
| 7D | -1.9% | -1.4% | -0.5% | -1.4% |
| 30D | -15.5% | -3.9% | -11.6% | -14.7% |
| 3M | -9.7% | -12.7% | +3.0% | -6.1% |
| 6M | -8.7% | -13.7% | +5.0% | -9.0% |
| YTD | -5.8% | +28.4% | -34.1% | -25.5% |
| 1Y | -24.5% | +21.8% | -46.2% | -39.2% |
| 3Y | +173.9% | -35.7% | +209.6% | +225.5% |
| All | +219.1% | -37.7% | +256.8% | +288.0% |
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 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