+261.1%
RCL vs EMB
+6.0%
+255.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -0.1% | +6.6% | +6.8% |
| 30D | +15.9% | +1.3% | +14.6% | +13.3% |
| 3M | +2.7% | -2.7% | +5.4% | +8.4% |
| 6M | +15.2% | -2.8% | +18.1% | +22.5% |
| YTD | +19.2% | -1.1% | +20.3% | +23.6% |
| 1Y | +31.6% | 0.0% | +31.6% | +33.9% |
| 3Y | +274.2% | +28.8% | +245.4% | +147.7% |
| All | +261.1% | +6.0% | +255.1% | +228.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling