+379.0%
RCL vs EAT
+375.0%
+4.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.7% |
| 7D | +5.0% | -3.9% | +8.9% | +7.0% |
| 30D | +19.4% | +5.0% | +14.4% | +15.7% |
| 3M | +5.9% | -9.6% | +15.6% | +9.1% |
| 6M | +23.8% | +46.8% | -23.0% | -1.8% |
| YTD | +22.8% | +41.8% | -19.0% | -2.2% |
| 1Y | +34.3% | +98.3% | -64.0% | -10.9% |
| 3Y | +276.4% | +503.1% | -226.6% | +28.7% |
| 5Y | +281.6% | +356.7% | -75.1% | +42.6% |
| 10Y | +379.0% | +349.8% | +29.2% | +44.7% |
| All | +379.0% | +375.0% | +4.0% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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