+1,427.9%
RCL vs GRMN
+6,655.2%
-5,227.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -5.1% | -2.9% | -2.2% | -3.9% |
| 30D | -19.0% | -8.4% | -10.6% | -15.8% |
| 3M | -9.6% | +15.0% | -24.6% | -15.8% |
| 6M | -6.7% | +11.2% | -17.9% | -11.8% |
| YTD | -3.9% | +37.7% | -41.6% | -17.9% |
| 1Y | -25.1% | +18.5% | -43.6% | -31.7% |
| 3Y | +179.1% | +175.8% | +3.3% | +70.0% |
| 5Y | +243.3% | +75.1% | +168.2% | +155.8% |
| 10Y | +325.8% | +637.0% | -311.3% | +81.3% |
| All | +1,427.9% | +6,655.2% | -5,227.3% | +187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling