+270.4%
RCL vs EWT
+151.6%
+118.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.4% |
| 7D | +8.5% | -3.7% | +12.2% | +10.1% |
| 30D | +20.4% | -17.2% | +37.6% | +32.3% |
| 3M | +11.0% | -7.3% | +18.3% | +14.2% |
| 6M | +24.9% | -1.5% | +26.3% | +21.8% |
| YTD | +23.9% | +49.0% | -25.2% | -7.7% |
| 1Y | +30.8% | +50.6% | -19.8% | -3.4% |
| 3Y | +270.4% | +148.9% | +121.5% | +99.3% |
| All | +270.4% | +151.6% | +118.8% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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