+330.2%
RCL vs EMB
+36.8%
+293.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -2.1% |
| 7D | -0.2% | -0.7% | +0.4% | +1.4% |
| 30D | +14.4% | +0.5% | +13.9% | +13.3% |
| 3M | +5.2% | -2.5% | +7.6% | +11.9% |
| 6M | +26.1% | -2.0% | +28.2% | +33.5% |
| YTD | +17.4% | -0.9% | +18.2% | +21.8% |
| 1Y | +24.7% | -0.3% | +25.0% | +27.9% |
| 3Y | +250.9% | +29.2% | +221.7% | +97.4% |
| 5Y | +293.8% | +7.4% | +286.4% | +268.1% |
| All | +330.2% | +36.8% | +293.4% | +247.8% |
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