+1,167.7%
RCL vs IBB
+560.8%
+606.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.6% |
| 7D | -5.1% | +1.4% | -6.5% | -6.2% |
| 30D | -19.0% | +10.5% | -29.5% | -25.4% |
| 3M | -9.6% | +23.6% | -33.2% | -23.8% |
| 6M | -6.7% | +22.6% | -29.3% | -20.6% |
| YTD | -3.9% | +25.7% | -29.6% | -19.9% |
| 1Y | -25.1% | +51.4% | -76.5% | -46.1% |
| 3Y | +179.1% | +64.4% | +114.7% | +87.0% |
| 5Y | +243.3% | +22.1% | +221.2% | +190.4% |
| 10Y | +325.8% | +132.5% | +193.3% | +114.4% |
| All | +1,167.7% | +560.8% | +606.9% | +133.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling