+331.5%
RCL vs GD
+190.3%
+141.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.6% | +1.5% |
| 7D | -5.1% | -5.3% | +0.2% | -0.4% |
| 30D | -19.0% | -6.4% | -12.6% | -14.1% |
| 3M | -9.6% | +5.7% | -15.3% | -14.9% |
| 6M | -6.7% | -0.9% | -5.7% | -7.4% |
| YTD | -3.9% | +8.2% | -12.1% | -13.6% |
| 1Y | -25.1% | +13.4% | -38.5% | -35.7% |
| 3Y | +179.1% | +68.5% | +110.6% | +51.7% |
| 5Y | +243.3% | +97.2% | +146.2% | +52.3% |
| All | +331.5% | +190.3% | +141.2% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling