+274.2%
RCL vs EIX
+8.4%
+265.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +1.9% |
| 7D | +6.5% | +1.0% | +5.5% | +6.3% |
| 30D | +15.9% | +9.1% | +6.8% | +13.7% |
| 3M | +2.7% | -10.2% | +12.9% | +4.1% |
| 6M | +15.2% | -11.2% | +26.5% | +16.7% |
| YTD | +19.2% | +4.5% | +14.8% | +14.6% |
| 1Y | +31.6% | +10.9% | +20.7% | +24.3% |
| 3Y | +274.2% | +8.4% | +265.8% | +232.3% |
| All | +274.2% | +8.4% | +265.8% | +232.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling