+25.9%
RCL vs EMB
+0.5%
+25.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -0.1% | +6.6% | +7.0% |
| 30D | +15.9% | +1.3% | +14.6% | +10.8% |
| 3M | +2.7% | -2.2% | +4.9% | +12.5% |
| 6M | +15.2% | -2.3% | +17.6% | +27.6% |
| YTD | +19.2% | -0.6% | +19.9% | +23.7% |
| All | +25.9% | +0.5% | +25.4% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling