+4,549.4%
RCL vs EVRG
+1,139.4%
+3,409.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | -5.1% | +1.1% | -6.2% | -5.6% |
| 30D | -19.0% | -1.0% | -18.0% | -18.6% |
| 3M | -9.6% | +0.4% | -10.0% | -10.0% |
| 6M | -6.7% | -0.8% | -5.9% | -6.9% |
| YTD | -3.9% | +15.3% | -19.3% | -11.4% |
| 1Y | -25.1% | +17.9% | -43.0% | -31.8% |
| 3Y | +179.1% | +71.9% | +107.2% | +106.3% |
| 5Y | +243.3% | +45.3% | +198.1% | +173.4% |
| 10Y | +325.8% | +113.1% | +212.7% | +175.6% |
| All | +4,549.4% | +1,139.4% | +3,409.9% | +1,266.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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