+31.6%
RCL vs GD
+5.1%
+26.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +6.5% | -5.0% | +11.5% | +7.5% |
| 30D | +15.9% | +8.9% | +7.0% | +13.8% |
| 3M | +2.7% | -8.0% | +10.7% | +4.2% |
| 6M | +15.2% | +2.9% | +12.3% | +14.2% |
| YTD | +19.2% | +7.1% | +12.2% | +12.7% |
| 1Y | +31.6% | +5.9% | +25.7% | +25.5% |
| All | +31.6% | +5.1% | +26.5% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling