+350.2%
RCL vs GEN
+150.2%
+200.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -17.3% | +2.6% | -20.0% | -18.1% |
| 3M | -2.8% | +15.8% | -18.5% | -7.4% |
| 6M | -4.4% | +33.1% | -37.5% | -13.4% |
| YTD | -4.2% | +11.3% | -15.5% | -8.5% |
| 1Y | -23.4% | +1.7% | -25.0% | -24.7% |
| 3Y | +179.4% | +58.1% | +121.2% | +141.5% |
| 5Y | +238.8% | +20.6% | +218.1% | +207.5% |
| 10Y | +350.2% | +149.0% | +201.2% | +217.8% |
| All | +350.2% | +150.2% | +200.0% | +217.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling