+240.5%
RCL vs GEN
+64.0%
+176.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.8% | -2.9% |
| 7D | -0.2% | -3.0% | +2.7% | +0.8% |
| 30D | +14.4% | +24.7% | -10.3% | +5.8% |
| 3M | +5.2% | +4.1% | +1.0% | +2.9% |
| 6M | +26.1% | +36.0% | -9.9% | +9.6% |
| YTD | +17.4% | +10.9% | +6.5% | +11.9% |
| 1Y | +24.7% | +12.2% | +12.5% | +18.2% |
| All | +240.5% | +64.0% | +176.5% | +178.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling