+274.2%
RCL vs IBN
+51.2%
+223.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.2% | -2.8% | -0.9% |
| 7D | +6.5% | +15.1% | -8.6% | -1.5% |
| 30D | +15.9% | +21.6% | -5.8% | +3.9% |
| 3M | +2.7% | +11.2% | -8.5% | -3.4% |
| 6M | +15.2% | +27.8% | -12.5% | +0.2% |
| YTD | +19.2% | +14.7% | +4.6% | +9.4% |
| 1Y | +31.6% | +14.4% | +17.2% | +20.7% |
| 3Y | +274.2% | +52.1% | +222.1% | +213.0% |
| All | +274.2% | +51.2% | +223.0% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling