+4,549.4%
RCL vs FDX
+3,851.3%
+698.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.2% |
| 7D | -5.1% | -2.5% | -2.6% | -3.7% |
| 30D | -19.0% | +3.8% | -22.8% | -20.9% |
| 3M | -9.6% | -1.3% | -8.3% | -9.3% |
| 6M | -6.7% | +5.0% | -11.7% | -10.1% |
| YTD | -3.9% | +39.6% | -43.6% | -21.5% |
| 1Y | -25.1% | +81.1% | -106.2% | -47.5% |
| 3Y | +179.1% | +63.0% | +116.1% | +98.6% |
| 5Y | +243.3% | +65.6% | +177.7% | +134.8% |
| 10Y | +325.8% | +183.4% | +142.4% | +107.8% |
| All | +4,549.4% | +3,851.3% | +698.1% | +903.6% |
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 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