+274.2%
RCL vs FITB
+123.2%
+151.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.1% | +1.9% |
| 7D | +6.5% | -1.5% | +8.0% | +7.8% |
| 30D | +15.9% | +5.8% | +10.1% | +11.8% |
| 3M | +2.7% | -6.1% | +8.8% | +7.0% |
| 6M | +15.2% | +5.9% | +9.3% | +9.9% |
| YTD | +19.2% | +16.1% | +3.1% | +5.8% |
| 1Y | +31.6% | +28.8% | +2.8% | +8.5% |
| 3Y | +274.2% | +126.0% | +148.2% | +149.3% |
| All | +274.2% | +123.2% | +151.0% | +149.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 3y: compounded portfolio wealth divided by compounded FITB 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…
3y analysis · Full analysis span regression · 6 months rolling