+241.9%
RCL vs EAT
+476.7%
-234.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -1.2% | -4.0% | +2.8% | +0.2% |
| 30D | +17.8% | -2.9% | +20.7% | +18.6% |
| 3M | +4.9% | -16.9% | +21.8% | +11.3% |
| 6M | +23.7% | +57.0% | -33.2% | +0.6% |
| YTD | +17.8% | +38.2% | -20.4% | 0.0% |
| 1Y | +28.9% | +69.3% | -40.4% | +0.4% |
| 3Y | +241.9% | +483.0% | -241.1% | +56.5% |
| All | +241.9% | +476.7% | -234.8% | +56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling