+366.9%
RCL vs EMB
+36.2%
+330.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +2.3% |
| 7D | +8.5% | +0.5% | +8.0% | +7.4% |
| 30D | +20.4% | +1.3% | +19.1% | +17.0% |
| 3M | +11.0% | -1.7% | +12.7% | +15.8% |
| 6M | +24.9% | -1.8% | +26.6% | +31.3% |
| YTD | +23.9% | -0.2% | +24.0% | +26.4% |
| 1Y | +30.8% | +0.7% | +30.2% | +31.1% |
| 3Y | +270.4% | +30.1% | +240.3% | +104.9% |
| 5Y | +296.1% | +8.5% | +287.6% | +261.3% |
| All | +366.9% | +36.2% | +330.7% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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