-23.5%
RCL vs FND
-45.4%
+21.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -2.2% | -0.8% | -1.4% | -2.0% |
| 30D | -15.7% | -19.6% | +3.9% | -7.5% |
| 3M | -8.0% | -4.3% | -3.6% | -7.6% |
| 6M | -10.1% | -20.4% | +10.3% | -3.6% |
| YTD | -5.9% | -21.9% | +16.0% | +0.3% |
| 1Y | -23.5% | -45.2% | +21.7% | -13.1% |
| All | -23.5% | -45.4% | +21.9% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling