+292.2%
RCL vs FLEX
+421.8%
-129.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +2.0% |
| 7D | -1.2% | +7.5% | -8.6% | -4.3% |
| 30D | +17.8% | -25.3% | +43.1% | +29.3% |
| 3M | +4.9% | -39.7% | +44.6% | +24.7% |
| 6M | +23.7% | -47.9% | +71.6% | +52.3% |
| YTD | +17.8% | +24.1% | -6.3% | -13.8% |
| 1Y | +28.9% | +26.0% | +3.0% | -7.8% |
| 3Y | +241.9% | +282.7% | -40.8% | -0.2% |
| All | +292.2% | +421.8% | -129.5% | -23.9% |
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