+234.8%
RCL vs EXC
+47.1%
+187.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | 0.0% |
| 7D | -5.1% | +0.3% | -5.4% | -5.1% |
| 30D | -19.0% | -3.7% | -15.3% | -18.5% |
| 3M | -9.6% | -1.3% | -8.3% | -9.5% |
| 6M | -6.7% | -9.7% | +3.0% | -5.3% |
| YTD | -3.9% | +2.9% | -6.8% | -5.1% |
| 1Y | -25.1% | +4.4% | -29.5% | -26.3% |
| 3Y | +179.1% | +22.2% | +156.9% | +158.0% |
| All | +234.8% | +47.1% | +187.7% | +200.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 5y: compounded portfolio wealth divided by compounded EXC 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…
5y analysis · Full analysis span regression · 6 months rolling