+375.0%
RCL vs FLUT
-25.6%
+400.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.7% |
| 7D | +8.5% | -1.5% | +10.0% | +8.9% |
| 30D | +20.4% | +3.4% | +17.0% | +19.1% |
| 3M | +11.0% | -12.5% | +23.5% | +13.9% |
| 6M | +24.9% | -18.5% | +43.3% | +29.2% |
| YTD | +23.9% | -61.6% | +85.5% | +57.5% |
| 1Y | +30.8% | -64.1% | +94.9% | +68.9% |
| 3Y | +270.4% | -44.5% | +314.9% | +323.2% |
| 5Y | +296.1% | -51.3% | +347.4% | +339.7% |
| 10Y | +375.0% | -25.6% | +400.6% | +415.8% |
| All | +375.0% | -25.6% | +400.6% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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