+4,537.3%
RCL vs EQT
+1,943.3%
+2,594.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -0.5% | -0.8% | +0.4% | -0.2% |
| 30D | -17.3% | +6.6% | -24.0% | -19.2% |
| 3M | -2.8% | +4.4% | -7.1% | -4.7% |
| 6M | -4.4% | -10.5% | +6.1% | -2.1% |
| YTD | -4.2% | +3.7% | -7.9% | -7.0% |
| 1Y | -23.4% | +9.9% | -33.2% | -27.5% |
| 3Y | +179.4% | +35.4% | +144.0% | +139.0% |
| 5Y | +238.8% | +189.2% | +49.6% | +108.3% |
| 10Y | +350.2% | +50.7% | +299.5% | +185.8% |
| All | +4,537.3% | +1,943.3% | +2,594.0% | +995.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling