+5,893.7%
RCL vs EXC
+1,529.9%
+4,363.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +8.5% | +0.1% | +8.5% | +8.5% |
| 30D | +20.4% | +9.0% | +11.4% | +15.8% |
| 3M | +11.0% | +3.3% | +7.7% | +9.4% |
| 6M | +24.9% | +5.7% | +19.2% | +21.3% |
| YTD | +23.9% | +7.3% | +16.5% | +18.5% |
| 1Y | +30.8% | +2.9% | +27.9% | +27.3% |
| 3Y | +270.4% | +29.3% | +241.1% | +215.7% |
| 5Y | +296.1% | +40.1% | +256.1% | +221.2% |
| 10Y | +375.0% | +197.7% | +177.4% | +183.1% |
| All | +5,893.7% | +1,529.9% | +4,363.8% | +2,722.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling