+5,811.4%
RCL vs FDX
+3,868.1%
+1,943.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.9% |
| 7D | +0.6% | -2.1% | +2.7% | +1.8% |
| 30D | +19.4% | +10.4% | +9.0% | +12.9% |
| 3M | +9.8% | +0.5% | +9.3% | +9.1% |
| 6M | +28.6% | +6.5% | +22.2% | +23.2% |
| YTD | +22.2% | +40.2% | -18.1% | -0.7% |
| 1Y | +29.7% | +52.1% | -22.4% | +0.7% |
| 3Y | +265.3% | +72.8% | +192.5% | +151.0% |
| 5Y | +301.8% | +76.3% | +225.5% | +166.6% |
| 10Y | +360.5% | +155.7% | +204.7% | +137.9% |
| All | +5,811.4% | +3,868.1% | +1,943.2% | +1,169.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling