+261.1%
RCL vs GRMN
+122.2%
+138.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +6.5% | +4.7% | +1.8% | +3.8% |
| 30D | +15.9% | +3.4% | +12.5% | +13.4% |
| 3M | +2.7% | -5.0% | +7.7% | +5.1% |
| 6M | +15.2% | +18.6% | -3.4% | +1.9% |
| YTD | +19.2% | +42.5% | -23.3% | -6.7% |
| 1Y | +31.6% | +42.3% | -10.7% | +3.1% |
| 3Y | +274.2% | +158.5% | +115.7% | +75.8% |
| All | +261.1% | +122.2% | +138.9% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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