+293.8%
RCL vs FOXA
+70.0%
+223.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.3% | -0.6% | -2.3% |
| 7D | -0.2% | -2.9% | +2.7% | +1.2% |
| 30D | +14.4% | +5.1% | +9.2% | +11.4% |
| 3M | +5.2% | +4.7% | +0.5% | +1.9% |
| 6M | +26.1% | -0.2% | +26.4% | +22.5% |
| YTD | +17.4% | -9.2% | +26.6% | +19.8% |
| 1Y | +24.7% | -0.6% | +25.3% | +19.5% |
| 3Y | +250.9% | +125.7% | +125.2% | +81.8% |
| 5Y | +293.8% | +70.2% | +223.7% | +169.8% |
| All | +293.8% | +70.0% | +223.9% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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