+5,811.4%
RCL vs EOG
+5,162.0%
+649.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.9% |
| 7D | +0.6% | +4.6% | -4.0% | -1.0% |
| 30D | +19.4% | +2.9% | +16.6% | +17.6% |
| 3M | +9.8% | +8.0% | +1.8% | +5.7% |
| 6M | +28.6% | +17.0% | +11.7% | +18.6% |
| YTD | +22.2% | +51.1% | -28.9% | +0.5% |
| 1Y | +29.7% | +45.1% | -15.4% | +8.2% |
| 3Y | +265.3% | +39.4% | +225.9% | +204.7% |
| 5Y | +301.8% | +105.6% | +196.2% | +178.8% |
| 10Y | +360.5% | +133.5% | +227.0% | +187.7% |
| All | +5,811.4% | +5,162.0% | +649.3% | +2,000.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling