+234.8%
RCL vs EAT
+350.4%
-115.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | -5.1% | 0.0% | -5.1% | -5.1% |
| 30D | -19.0% | +1.9% | -20.9% | -20.3% |
| 3M | -9.6% | +68.7% | -78.2% | -31.1% |
| 6M | -6.7% | +66.9% | -73.6% | -29.7% |
| YTD | -3.9% | +60.4% | -64.3% | -26.4% |
| 1Y | -25.1% | +44.0% | -69.1% | -40.0% |
| 3Y | +179.1% | +604.7% | -425.6% | -15.0% |
| All | +234.8% | +350.4% | -115.6% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling