+293.8%
RCL vs EXC
+39.8%
+254.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -3.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.1% |
| 30D | +14.4% | +7.8% | +6.6% | +13.0% |
| 3M | +5.2% | +1.9% | +3.3% | +4.8% |
| 6M | +26.1% | +3.4% | +22.8% | +25.2% |
| YTD | +17.4% | +7.6% | +9.8% | +15.0% |
| 1Y | +24.7% | +2.1% | +22.6% | +23.5% |
| 3Y | +250.9% | +29.6% | +221.3% | +219.4% |
| 5Y | +293.8% | +39.5% | +254.3% | +230.6% |
| All | +293.8% | +39.8% | +254.1% | +230.6% |
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