+397.6%
RCL vs GEHC
+6.6%
+391.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.8% | +1.0% |
| 7D | -0.5% | -5.2% | +4.7% | +1.7% |
| 30D | -17.3% | -7.0% | -10.4% | -14.9% |
| 3M | -2.8% | +3.3% | -6.1% | -4.6% |
| 6M | -4.4% | -10.0% | +5.6% | -0.9% |
| YTD | -4.2% | -18.5% | +14.3% | +3.1% |
| 1Y | -23.4% | -14.4% | -9.0% | -19.4% |
| 3Y | +179.4% | +3.4% | +176.0% | +165.3% |
| All | +397.6% | +6.6% | +391.0% | +355.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling