+360.5%
RCL vs FLEX
+658.8%
-298.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.8% | -5.2% | -3.2% |
| 7D | +0.6% | +2.2% | -1.6% | -1.4% |
| 30D | +19.4% | -32.6% | +52.1% | +40.0% |
| 3M | +9.8% | -35.5% | +45.3% | +29.9% |
| 6M | +28.6% | -45.6% | +74.2% | +60.1% |
| YTD | +22.2% | +30.7% | -8.5% | -13.2% |
| 1Y | +29.7% | +28.4% | +1.4% | -8.1% |
| 3Y | +265.3% | +301.7% | -36.4% | +18.9% |
| 5Y | +301.8% | +473.3% | -171.5% | +3.4% |
| 10Y | +360.5% | +651.7% | -291.3% | -17.3% |
| All | +360.5% | +658.8% | -298.3% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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