+245.3%
RCL vs GD
+97.4%
+147.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.9% |
| 7D | +3.9% | -3.9% | +7.8% | +6.0% |
| 30D | +11.8% | +8.1% | +3.7% | +7.1% |
| 3M | -0.8% | -6.8% | +5.9% | +2.7% |
| 6M | +23.6% | +3.0% | +20.6% | +20.6% |
| YTD | +17.6% | +7.8% | +9.9% | +10.7% |
| 1Y | +28.3% | +5.8% | +22.5% | +22.2% |
| 3Y | +261.4% | +55.3% | +206.1% | +163.3% |
| 5Y | +245.3% | +96.7% | +148.7% | +94.7% |
| All | +245.3% | +97.4% | +147.9% | +94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling