+375.0%
RCL vs FDX
+155.6%
+219.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.7% |
| 7D | +8.5% | +0.5% | +8.1% | +8.2% |
| 30D | +20.4% | +9.5% | +10.9% | +13.8% |
| 3M | +11.0% | -1.3% | +12.3% | +11.5% |
| 6M | +24.9% | +5.5% | +19.3% | +19.7% |
| YTD | +23.9% | +38.9% | -15.0% | -0.9% |
| 1Y | +30.8% | +58.8% | -28.0% | -4.0% |
| 3Y | +270.4% | +71.1% | +199.3% | +142.5% |
| 5Y | +296.1% | +76.3% | +219.8% | +145.5% |
| 10Y | +375.0% | +153.4% | +221.6% | +88.6% |
| All | +375.0% | +155.6% | +219.4% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling