+226.6%
RCL vs EQT
+192.3%
+34.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -2.5% | -1.2% | -1.3% | -2.2% |
| 30D | -15.7% | +1.1% | -16.8% | -15.9% |
| 3M | -3.6% | +4.8% | -8.4% | -5.1% |
| 6M | -8.7% | -10.6% | +1.9% | -6.8% |
| YTD | -6.2% | +3.4% | -9.6% | -8.2% |
| 1Y | -22.9% | +8.7% | -31.5% | -25.9% |
| 3Y | +173.6% | +35.0% | +138.6% | +142.2% |
| 5Y | +226.6% | +204.2% | +22.3% | +145.7% |
| All | +226.6% | +192.3% | +34.2% | +145.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling