-25.1%
RCL vs EQT
+7.9%
-33.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.2% |
| 7D | -5.1% | +1.1% | -6.2% | -5.0% |
| 30D | -19.0% | +7.7% | -26.7% | -18.2% |
| 3M | -9.6% | +0.2% | -9.8% | -9.0% |
| 6M | -6.7% | -9.5% | +2.8% | -6.3% |
| YTD | -3.9% | +3.8% | -7.8% | -4.7% |
| 1Y | -25.1% | +7.8% | -32.9% | -25.5% |
| All | -25.1% | +7.9% | -33.0% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling