+342.5%
RCL vs GSK
+80.2%
+262.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -2.2% | -3.6% | +1.4% | -0.7% |
| 30D | -15.7% | -5.9% | -9.7% | -13.6% |
| 3M | -8.0% | -4.3% | -3.7% | -6.6% |
| 6M | -10.1% | -10.8% | +0.7% | -6.0% |
| YTD | -5.9% | +1.8% | -7.7% | -7.0% |
| 1Y | -23.5% | +23.5% | -47.0% | -30.6% |
| 3Y | +174.4% | +49.5% | +124.8% | +116.3% |
| 5Y | +227.1% | +49.7% | +177.5% | +150.3% |
| 10Y | +342.5% | +81.9% | +260.6% | +232.2% |
| All | +342.5% | +80.2% | +262.3% | +232.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded GSK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling