-23.5%
RCL vs GEHC
-16.2%
-7.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.8% |
| 7D | -2.2% | -7.6% | +5.4% | +0.9% |
| 30D | -15.7% | -10.7% | -5.0% | -11.8% |
| 3M | -8.0% | -1.2% | -6.8% | -8.0% |
| 6M | -10.1% | -13.7% | +3.6% | -5.3% |
| YTD | -5.9% | -20.4% | +14.5% | +1.8% |
| 1Y | -23.5% | -17.0% | -6.4% | -18.7% |
| All | -23.5% | -16.2% | -7.3% | -18.7% |
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