+180.6%
RCL vs EOG
+21.2%
+159.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | -5.1% | +1.3% | -6.4% | -5.1% |
| 30D | -19.0% | +8.2% | -27.2% | -19.4% |
| 3M | -9.6% | +3.8% | -13.4% | -9.8% |
| 6M | -6.7% | +15.3% | -22.0% | -9.8% |
| YTD | -3.9% | +41.7% | -45.6% | -12.9% |
| 1Y | -25.1% | +23.6% | -48.6% | -29.1% |
| All | +180.6% | +21.2% | +159.4% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling