+350.2%
RCL vs FDS
+77.6%
+272.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +1.5% |
| 7D | -0.5% | -5.4% | +4.9% | +1.7% |
| 30D | -17.3% | +1.6% | -18.9% | -18.2% |
| 3M | -2.8% | +17.7% | -20.5% | -10.6% |
| 6M | -4.4% | +29.1% | -33.4% | -17.2% |
| YTD | -4.2% | +1.0% | -5.1% | -7.9% |
| 1Y | -23.4% | -21.6% | -1.7% | -16.7% |
| 3Y | +179.4% | -30.1% | +209.5% | +218.6% |
| 5Y | +238.8% | -20.7% | +259.5% | +257.5% |
| 10Y | +350.2% | +78.3% | +271.9% | +203.0% |
| All | +350.2% | +77.6% | +272.6% | +203.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling