+173.5%
RCL vs FIVN
-55.7%
+229.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.2% |
| 7D | -2.2% | -9.6% | +7.4% | -0.2% |
| 30D | -15.7% | -11.9% | -3.7% | -13.7% |
| 3M | -8.0% | +40.1% | -48.1% | -15.8% |
| 6M | -10.1% | +68.3% | -78.5% | -23.5% |
| YTD | -5.9% | +51.5% | -57.4% | -18.1% |
| 1Y | -23.5% | +15.1% | -38.6% | -28.2% |
| All | +173.5% | -55.7% | +229.2% | +183.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling