+292.2%
RCL vs GPC
+4.3%
+287.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.4% |
| 30D | +17.8% | -6.3% | +24.1% | +21.4% |
| 3M | +4.9% | -8.2% | +13.1% | +8.9% |
| 6M | +23.7% | +27.1% | -3.4% | +7.9% |
| YTD | +17.8% | +3.1% | +14.7% | +11.7% |
| 1Y | +28.9% | +0.1% | +28.9% | +24.4% |
| 3Y | +241.9% | +0.2% | +241.7% | +206.5% |
| All | +292.2% | +4.3% | +287.9% | +201.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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