+342.5%
RCL vs FIVN
+105.2%
+237.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.2% |
| 7D | -2.2% | -9.6% | +7.4% | 0.0% |
| 30D | -15.7% | -11.9% | -3.7% | -13.5% |
| 3M | -8.0% | +40.1% | -48.1% | -16.2% |
| 6M | -10.1% | +68.3% | -78.5% | -23.5% |
| YTD | -5.9% | +51.5% | -57.4% | -18.3% |
| 1Y | -23.5% | +15.1% | -38.6% | -29.3% |
| 3Y | +174.4% | -55.6% | +230.0% | +201.7% |
| 5Y | +227.1% | -82.4% | +309.6% | +304.4% |
| 10Y | +342.5% | +114.5% | +228.0% | +253.6% |
| All | +342.5% | +105.2% | +237.3% | +253.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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