+5,775.6%
RCL vs GD
+8,531.0%
-2,755.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.6% | +9.0% | +7.9% |
| 7D | +11.7% | +3.0% | +8.7% | +9.6% |
| 30D | +21.1% | +10.5% | +10.6% | +13.7% |
| 3M | +2.9% | -5.0% | +7.8% | +5.8% |
| 6M | +29.8% | +5.5% | +24.3% | +24.5% |
| YTD | +21.4% | +10.3% | +11.1% | +12.0% |
| 1Y | +32.0% | +8.2% | +23.9% | +23.4% |
| 3Y | +273.1% | +59.0% | +214.1% | +170.9% |
| 5Y | +288.4% | +104.3% | +184.1% | +140.2% |
| 10Y | +397.4% | +202.4% | +194.9% | +161.3% |
| All | +5,775.6% | +8,531.0% | -2,755.4% | +1,099.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling