+468.2%
RCL vs FIVN
+318.5%
+149.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.4% |
| 7D | -5.1% | -2.3% | -2.8% | -4.6% |
| 30D | -19.0% | +12.4% | -31.4% | -21.6% |
| 3M | -9.6% | +36.0% | -45.6% | -16.6% |
| 6M | -6.7% | +86.0% | -92.7% | -21.4% |
| YTD | -3.9% | +65.9% | -69.9% | -17.5% |
| 1Y | -25.1% | +26.5% | -51.6% | -31.9% |
| 3Y | +179.1% | -54.2% | +233.3% | +203.1% |
| 5Y | +243.3% | -80.5% | +323.8% | +315.6% |
| 10Y | +325.8% | +109.6% | +216.1% | +219.1% |
| All | +468.2% | +318.5% | +149.7% | +264.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling