-25.1%
RCL vs GEN
+5.4%
-30.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.4% |
| 7D | -5.1% | -1.2% | -3.9% | -4.8% |
| 30D | -19.0% | +10.1% | -29.1% | -21.1% |
| 3M | -9.6% | +16.1% | -25.7% | -13.2% |
| 6M | -6.7% | +38.9% | -45.5% | -14.5% |
| YTD | -3.9% | +14.4% | -18.4% | -0.3% |
| 1Y | -25.1% | +5.9% | -31.0% | -16.2% |
| All | -25.1% | +5.4% | -30.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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