+360.5%
RCL vs EIX
+34.4%
+326.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +0.6% | -2.5% | +3.1% | +1.8% |
| 30D | +19.4% | +7.7% | +11.7% | +15.4% |
| 3M | +9.8% | -12.9% | +22.6% | +14.4% |
| 6M | +28.6% | -12.7% | +41.3% | +33.0% |
| YTD | +22.2% | +5.5% | +16.7% | +13.3% |
| 1Y | +29.7% | +9.4% | +20.4% | +18.0% |
| 3Y | +265.3% | +9.7% | +255.6% | +215.6% |
| 5Y | +301.8% | +16.9% | +284.8% | +227.8% |
| 10Y | +360.5% | +34.3% | +326.2% | +257.1% |
| All | +360.5% | +34.4% | +326.1% | +257.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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