+241.9%
RCL vs FLUT
-45.9%
+287.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | -1.2% | -0.7% | -0.5% | -1.0% |
| 30D | +17.8% | +9.3% | +8.6% | +14.4% |
| 3M | +4.9% | -17.5% | +22.4% | +10.4% |
| 6M | +23.7% | -14.6% | +38.3% | +26.3% |
| YTD | +17.8% | -62.3% | +80.1% | +64.0% |
| 1Y | +28.9% | -59.6% | +88.6% | +74.6% |
| 3Y | +241.9% | -45.3% | +287.2% | +349.6% |
| All | +241.9% | -45.9% | +287.8% | +349.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling