+1,473.3%
RCL vs IBB
+566.2%
+907.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.4% | 0.0% |
| 7D | +6.5% | -1.8% | +8.3% | +8.0% |
| 30D | +15.9% | +5.1% | +10.8% | +11.3% |
| 3M | +2.7% | +10.7% | -8.0% | -6.1% |
| 6M | +15.2% | +22.9% | -7.7% | -3.1% |
| YTD | +19.2% | +26.7% | -7.5% | -1.8% |
| 1Y | +31.6% | +35.1% | -3.5% | +3.1% |
| 3Y | +274.2% | +80.2% | +194.0% | +131.9% |
| 5Y | +250.1% | +37.8% | +212.2% | +170.3% |
| 10Y | +388.4% | +161.2% | +227.2% | +125.2% |
| All | +1,473.3% | +566.2% | +907.1% | +186.6% |
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