+261.1%
RCL vs EXC
+41.2%
+219.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.3% | +1.7% |
| 7D | +6.5% | -1.2% | +7.7% | +6.7% |
| 30D | +15.9% | +10.0% | +5.9% | +14.1% |
| 3M | +2.7% | +1.6% | +1.0% | +2.3% |
| 6M | +15.2% | +3.3% | +12.0% | +14.4% |
| YTD | +19.2% | +7.6% | +11.7% | +16.9% |
| 1Y | +31.6% | +3.5% | +28.1% | +30.0% |
| 3Y | +274.2% | +27.7% | +246.5% | +243.6% |
| All | +261.1% | +41.2% | +219.9% | +191.3% |
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