+32.0%
RCL vs EW
+19.7%
+12.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.4% | +2.0% | +4.4% |
| 7D | +11.7% | +8.3% | +3.4% | +7.9% |
| 30D | +21.1% | +13.9% | +7.2% | +14.6% |
| 3M | +2.9% | +10.9% | -8.0% | -1.6% |
| 6M | +29.8% | +19.2% | +10.6% | +19.0% |
| YTD | +21.4% | +16.6% | +4.9% | +14.7% |
| 1Y | +32.0% | +18.1% | +13.9% | +23.8% |
| All | +32.0% | +19.7% | +12.4% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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