+5,591.8%
RCL vs GD
+8,329.5%
-2,737.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.7% |
| 7D | +3.9% | -3.9% | +7.8% | +6.3% |
| 30D | +11.8% | +8.1% | +3.7% | +6.4% |
| 3M | -0.8% | -6.8% | +5.9% | +3.2% |
| 6M | +23.6% | +3.0% | +20.6% | +20.3% |
| YTD | +17.6% | +7.8% | +9.9% | +10.1% |
| 1Y | +28.3% | +5.8% | +22.5% | +21.6% |
| 3Y | +261.4% | +55.3% | +206.1% | +166.3% |
| 5Y | +245.3% | +96.7% | +148.7% | +118.5% |
| 10Y | +381.8% | +195.4% | +186.4% | +156.8% |
| All | +5,591.8% | +8,329.5% | -2,737.7% | +1,079.0% |
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