+292.2%
RCL vs EOSE
-82.3%
+374.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | -0.1% |
| 7D | -1.2% | +9.8% | -11.0% | -2.2% |
| 30D | +17.8% | -2.1% | +19.9% | +17.4% |
| 3M | +4.9% | -54.1% | +59.0% | +10.8% |
| 6M | +23.7% | -76.9% | +100.7% | +37.4% |
| YTD | +17.8% | -83.3% | +101.2% | +30.7% |
| 1Y | +28.9% | -87.4% | +116.4% | +46.0% |
| 3Y | +241.9% | +61.9% | +180.0% | +167.8% |
| All | +292.2% | -82.3% | +374.5% | +332.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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