+4,549.4%
RCL vs EIX
+694.6%
+3,854.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | -5.1% | -19.1% | +14.0% | +0.2% |
| 30D | -19.0% | -16.9% | -2.1% | -15.4% |
| 3M | -9.6% | -20.0% | +10.4% | -4.6% |
| 6M | -6.7% | -21.3% | +14.6% | -1.3% |
| YTD | -3.9% | -1.7% | -2.2% | -5.6% |
| 1Y | -25.1% | +9.6% | -34.7% | -29.1% |
| 3Y | +179.1% | -3.7% | +182.8% | +170.2% |
| 5Y | +243.3% | +22.6% | +220.7% | +207.0% |
| 10Y | +325.8% | +17.7% | +308.1% | +284.6% |
| All | +4,549.4% | +694.6% | +3,854.8% | +2,847.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling