+537.7%
RCL vs GEHC
+34.3%
+503.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.0% | +1.0% | +2.2% |
| 7D | +5.0% | +5.6% | -0.7% | +2.7% |
| 30D | +19.4% | +27.9% | -8.5% | +8.0% |
| 3M | +5.9% | +17.1% | -11.2% | -0.9% |
| 6M | +23.8% | +32.5% | -8.7% | +9.4% |
| YTD | +22.8% | +2.7% | +20.2% | +20.1% |
| 1Y | +34.3% | +15.3% | +19.0% | +25.1% |
| 3Y | +276.4% | +23.7% | +252.8% | +230.2% |
| All | +537.7% | +34.3% | +503.5% | +430.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling