+5,591.8%
RCL vs EXPD
+32,582.5%
-26,990.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.3% | -1.2% |
| 7D | +3.9% | -4.8% | +8.7% | +6.0% |
| 30D | +11.8% | -1.5% | +13.3% | +12.4% |
| 3M | -0.8% | +4.1% | -5.0% | -2.8% |
| 6M | +23.6% | +24.0% | -0.4% | +11.9% |
| YTD | +17.6% | +27.4% | -9.8% | +3.7% |
| 1Y | +28.3% | +38.4% | -10.1% | +9.2% |
| 3Y | +261.4% | +73.2% | +188.3% | +173.5% |
| 5Y | +245.3% | +59.9% | +185.5% | +169.6% |
| 10Y | +381.8% | +319.9% | +61.9% | +155.1% |
| All | +5,591.8% | +32,582.5% | -26,990.7% | +1,725.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling