+234.8%
RCL vs IBB
+22.5%
+212.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.6% |
| 7D | -5.1% | +1.4% | -6.5% | -6.3% |
| 30D | -19.0% | +10.5% | -29.5% | -26.4% |
| 3M | -9.6% | +23.6% | -33.2% | -26.1% |
| 6M | -6.7% | +22.6% | -29.3% | -23.0% |
| YTD | -3.9% | +25.7% | -29.6% | -22.6% |
| 1Y | -25.1% | +51.4% | -76.5% | -49.2% |
| 3Y | +179.1% | +64.4% | +114.7% | +71.3% |
| All | +234.8% | +22.5% | +212.3% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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