+141.9%
RCL vs DOW
-15.8%
+157.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +1.8% |
| 7D | -5.1% | -2.4% | -2.7% | -3.8% |
| 30D | -19.0% | +0.4% | -19.4% | -20.0% |
| 3M | -9.6% | -14.4% | +4.8% | -2.6% |
| 6M | -6.7% | -7.0% | +0.3% | -11.3% |
| YTD | -3.9% | +30.2% | -34.1% | -31.4% |
| 1Y | -25.1% | +29.2% | -54.3% | -47.7% |
| 3Y | +179.1% | -36.7% | +215.8% | +227.9% |
| 5Y | +243.3% | -37.7% | +281.0% | +306.9% |
| All | +141.9% | -15.8% | +157.7% | +96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling