+307.4%
RCL vs EOG
+103.0%
+204.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.4% |
| 7D | +8.5% | -2.4% | +10.9% | +9.0% |
| 30D | +20.4% | +2.9% | +17.5% | +19.1% |
| 3M | +11.0% | +7.2% | +3.7% | +8.4% |
| 6M | +24.9% | +18.2% | +6.7% | +17.5% |
| YTD | +23.9% | +48.9% | -25.0% | +5.5% |
| 1Y | +30.8% | +46.7% | -15.9% | +11.8% |
| 3Y | +270.4% | +37.4% | +233.0% | +218.7% |
| All | +307.4% | +103.0% | +204.4% | +181.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling