+227.5%
RCL vs GPN
-47.3%
+274.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -0.5% |
| 7D | -2.2% | -6.2% | +4.0% | +0.8% |
| 30D | -15.7% | +1.0% | -16.7% | -16.3% |
| 3M | -8.0% | +36.9% | -44.9% | -21.7% |
| 6M | -10.1% | +16.8% | -26.9% | -17.9% |
| YTD | -5.9% | +13.2% | -19.1% | -13.8% |
| 1Y | -23.5% | +1.4% | -24.9% | -26.0% |
| 3Y | +174.4% | -28.6% | +203.0% | +209.0% |
| All | +227.5% | -47.3% | +274.8% | +283.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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