+29.7%
RCL vs EXPD
+40.0%
-10.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.2% | -1.6% |
| 7D | +0.6% | -1.6% | +2.2% | +0.7% |
| 30D | +19.4% | +0.6% | +18.8% | +19.2% |
| 3M | +9.8% | +9.8% | 0.0% | +8.7% |
| 6M | +28.6% | +25.8% | +2.9% | +25.7% |
| YTD | +22.2% | +31.3% | -9.1% | +14.1% |
| 1Y | +29.7% | +40.9% | -11.2% | +15.5% |
| All | +29.7% | +40.0% | -10.3% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling