+234.8%
RCL vs FLEX
+657.3%
-422.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.8% |
| 7D | -5.1% | -0.9% | -4.2% | -4.7% |
| 30D | -19.0% | -10.1% | -8.9% | -15.6% |
| 3M | -9.6% | -31.3% | +21.8% | +3.9% |
| 6M | -6.7% | +71.3% | -78.0% | -36.1% |
| YTD | -3.9% | +81.2% | -85.2% | -37.4% |
| 1Y | -25.1% | +98.5% | -123.6% | -55.2% |
| 3Y | +179.1% | +428.2% | -249.1% | -22.1% |
| All | +234.8% | +657.3% | -422.5% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling