+4,549.4%
RCL vs EXPD
+32,570.4%
-28,021.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -5.1% | -1.1% | -4.0% | -4.6% |
| 30D | -19.0% | +4.1% | -23.1% | -20.4% |
| 3M | -9.6% | +17.9% | -27.5% | -16.0% |
| 6M | -6.7% | +29.2% | -35.9% | -17.2% |
| YTD | -3.9% | +27.4% | -31.3% | -15.0% |
| 1Y | -25.1% | +56.8% | -81.9% | -39.9% |
| 3Y | +179.1% | +68.0% | +111.1% | +114.4% |
| 5Y | +243.3% | +61.9% | +181.5% | +166.2% |
| 10Y | +325.8% | +316.0% | +9.8% | +126.8% |
| All | +4,549.4% | +32,570.4% | -28,021.0% | +1,394.7% |
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