+227.1%
RCL vs EOSE
-69.1%
+296.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.7% | -1.5% |
| 7D | -2.2% | +15.0% | -17.2% | -3.5% |
| 30D | -15.7% | +2.5% | -18.1% | -16.2% |
| 3M | -8.0% | -33.7% | +25.7% | -5.6% |
| 6M | -10.1% | -32.7% | +22.6% | -9.2% |
| YTD | -5.9% | -63.8% | +57.9% | -1.4% |
| 1Y | -23.5% | -40.5% | +17.1% | -24.8% |
| 3Y | +174.4% | +50.4% | +124.0% | +121.3% |
| 5Y | +227.1% | -68.6% | +295.7% | +204.7% |
| All | +227.1% | -69.1% | +296.2% | +204.7% |
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