+1,438.9%
RCL vs IBN
+1,726.4%
-287.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.2% | -2.8% | -0.3% |
| 7D | +6.5% | +15.1% | -8.6% | +0.8% |
| 30D | +15.9% | +21.6% | -5.8% | +7.2% |
| 3M | +2.7% | +11.2% | -8.5% | -1.7% |
| 6M | +15.2% | +27.8% | -12.5% | +4.6% |
| YTD | +19.2% | +14.7% | +4.6% | +13.2% |
| 1Y | +31.6% | +14.4% | +17.2% | +25.0% |
| 3Y | +274.2% | +52.1% | +222.1% | +215.3% |
| 5Y | +250.1% | +70.7% | +179.4% | +186.0% |
| 10Y | +388.4% | +385.5% | +2.9% | +169.4% |
| All | +1,438.9% | +1,726.4% | -287.4% | +363.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling