+24.7%
RCL vs GEHC
+11.3%
+13.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -3.6% |
| 7D | -0.2% | -2.3% | +2.1% | +0.7% |
| 30D | +14.4% | +19.0% | -4.7% | +7.2% |
| 3M | +5.2% | +13.3% | -8.1% | +0.6% |
| 6M | +26.1% | +31.5% | -5.4% | +12.2% |
| YTD | +17.4% | 0.0% | +17.4% | +18.2% |
| 1Y | +24.7% | +9.4% | +15.3% | +19.0% |
| All | +24.7% | +11.3% | +13.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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