+238.8%
RCL vs IBN
+56.7%
+182.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.3% | +1.6% |
| 7D | -0.5% | -2.2% | +1.7% | +1.1% |
| 30D | -17.3% | -2.3% | -15.1% | -16.1% |
| 3M | -2.8% | +15.9% | -18.6% | -12.9% |
| 6M | -4.4% | +5.6% | -10.0% | -8.3% |
| YTD | -4.2% | -0.1% | -4.1% | -4.4% |
| 1Y | -23.4% | -6.5% | -16.8% | -20.4% |
| 3Y | +179.4% | +29.3% | +150.1% | +119.1% |
| 5Y | +238.8% | +56.6% | +182.2% | +122.1% |
| All | +238.8% | +56.7% | +182.0% | +122.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling