+351.4%
RCL vs GEN
+157.2%
+194.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.5% |
| 7D | -5.1% | -1.2% | -3.9% | -4.8% |
| 30D | -19.0% | +10.1% | -29.1% | -21.5% |
| 3M | -9.6% | +16.1% | -25.7% | -13.9% |
| 6M | -6.7% | +38.9% | -45.5% | -16.5% |
| YTD | -3.9% | +14.4% | -18.4% | -9.0% |
| 1Y | -25.1% | +5.9% | -31.0% | -27.2% |
| 3Y | +179.1% | +58.8% | +120.3% | +140.8% |
| 5Y | +243.3% | +24.7% | +218.6% | +208.8% |
| All | +351.4% | +157.2% | +194.1% | +216.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling