+213.5%
RCL vs FRSH
-72.5%
+286.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | -1.9% | -6.6% | +4.7% | 0.0% |
| 30D | -15.5% | +2.1% | -17.6% | -16.4% |
| 3M | -9.7% | +29.0% | -38.6% | -16.9% |
| 6M | -8.7% | +48.6% | -57.4% | -20.5% |
| YTD | -5.8% | -2.9% | -2.8% | -7.7% |
| 1Y | -24.5% | -7.9% | -16.6% | -25.0% |
| 3Y | +173.9% | -46.5% | +220.4% | +209.1% |
| All | +213.5% | -72.5% | +286.0% | +194.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling