+261.1%
RCL vs EIX
+18.0%
+243.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | +2.2% |
| 7D | +6.5% | +1.0% | +5.5% | +6.2% |
| 30D | +15.9% | +9.1% | +6.8% | +12.7% |
| 3M | +2.7% | -10.2% | +12.9% | +4.7% |
| 6M | +15.2% | -11.2% | +26.5% | +17.3% |
| YTD | +19.2% | +4.5% | +14.8% | +12.8% |
| 1Y | +31.6% | +10.9% | +20.7% | +21.5% |
| 3Y | +274.2% | +8.4% | +265.8% | +228.6% |
| All | +261.1% | +18.0% | +243.1% | +176.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling