+173.5%
RCL vs FRSH
-46.2%
+219.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.5% |
| 7D | -2.2% | -9.6% | +7.4% | +0.1% |
| 30D | -15.7% | -0.4% | -15.2% | -15.9% |
| 3M | -8.0% | +27.2% | -35.2% | -13.8% |
| 6M | -10.1% | +42.2% | -52.3% | -18.8% |
| YTD | -5.9% | -2.6% | -3.3% | -6.8% |
| 1Y | -23.5% | -10.2% | -13.3% | -22.7% |
| All | +173.5% | -46.2% | +219.7% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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