+30.8%
RCL vs FND
-13.4%
+44.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +2.4% |
| 7D | +8.5% | +6.8% | +1.7% | +5.2% |
| 30D | +20.4% | +13.1% | +7.3% | +13.7% |
| 3M | +11.0% | -13.1% | +24.1% | +17.8% |
| 6M | +24.9% | -0.6% | +25.4% | +22.5% |
| YTD | +23.9% | -15.5% | +39.4% | +24.9% |
| 1Y | +30.8% | -13.7% | +44.5% | +30.6% |
| All | +30.8% | -13.4% | +44.3% | +30.6% |
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