-24.8%
RCL vs EQT
+9.6%
-34.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.2% |
| 7D | -2.5% | -1.2% | -1.3% | -2.6% |
| 30D | -15.7% | +1.1% | -16.8% | -15.5% |
| 3M | -3.6% | +4.8% | -8.4% | -2.8% |
| 6M | -8.7% | -10.6% | +1.9% | -8.3% |
| YTD | -6.2% | +3.4% | -9.6% | -7.0% |
| All | -24.8% | +9.6% | -34.4% | -26.1% |
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