+1,796.2%
RCL vs GRMN
+6,890.4%
-5,094.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +6.5% | +4.7% | +1.8% | +4.4% |
| 30D | +15.9% | +3.4% | +12.5% | +14.0% |
| 3M | +2.7% | -5.0% | +7.7% | +4.6% |
| 6M | +15.2% | +18.6% | -3.4% | +5.3% |
| YTD | +19.2% | +42.5% | -23.3% | 0.0% |
| 1Y | +31.6% | +42.3% | -10.7% | +10.4% |
| 3Y | +274.2% | +158.5% | +115.7% | +134.5% |
| 5Y | +250.1% | +123.6% | +126.5% | +135.2% |
| 10Y | +388.4% | +682.5% | -294.1% | +102.2% |
| All | +1,796.2% | +6,890.4% | -5,094.3% | +250.5% |
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