+292.2%
RCL vs GEN
+33.3%
+258.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.5% |
| 7D | -1.2% | +2.0% | -3.2% | -1.9% |
| 30D | +17.8% | +27.7% | -9.9% | +7.2% |
| 3M | +4.9% | +3.3% | +1.7% | +2.6% |
| 6M | +23.7% | +31.8% | -8.1% | +8.5% |
| YTD | +17.8% | +13.5% | +4.3% | +9.4% |
| 1Y | +28.9% | +16.0% | +12.9% | +18.6% |
| 3Y | +241.9% | +70.6% | +171.3% | +167.9% |
| All | +292.2% | +33.3% | +258.9% | +220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling