+274.2%
RCL vs EW
+51.9%
+222.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.9% |
| 7D | +6.5% | +11.0% | -4.5% | +2.8% |
| 30D | +15.9% | +19.1% | -3.2% | +9.3% |
| 3M | +2.7% | +14.4% | -11.7% | -2.0% |
| 6M | +15.2% | +22.8% | -7.5% | +7.1% |
| YTD | +19.2% | +19.8% | -0.6% | +11.5% |
| 1Y | +31.6% | +23.9% | +7.7% | +21.8% |
| 3Y | +274.2% | +52.2% | +222.0% | +215.8% |
| All | +274.2% | +51.9% | +222.2% | +215.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling