+31.6%
RCL vs FDX
+51.9%
-20.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +2.7% |
| 7D | +6.5% | -1.6% | +8.1% | +7.5% |
| 30D | +15.9% | +6.6% | +9.3% | +12.6% |
| 3M | +2.7% | -2.1% | +4.7% | +3.7% |
| 6M | +15.2% | +2.2% | +13.1% | +13.5% |
| YTD | +19.2% | +33.9% | -14.7% | +0.8% |
| 1Y | +31.6% | +50.2% | -18.6% | +8.1% |
| All | +31.6% | +51.9% | -20.3% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling