+238.8%
RCL vs FND
-61.9%
+300.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +1.8% |
| 7D | -0.5% | +0.4% | -0.8% | -0.7% |
| 30D | -17.3% | -23.6% | +6.2% | -7.1% |
| 3M | -2.8% | +4.3% | -7.1% | -5.8% |
| 6M | -4.4% | -20.3% | +15.9% | +4.0% |
| YTD | -4.2% | -21.3% | +17.1% | +4.0% |
| 1Y | -23.4% | -45.4% | +22.0% | -2.9% |
| 3Y | +179.4% | -48.9% | +228.3% | +234.5% |
| 5Y | +238.8% | -61.0% | +299.8% | +274.7% |
| All | +238.8% | -61.9% | +300.6% | +274.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling