+238.8%
RCL vs INDA
+7.2%
+231.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | +1.7% |
| 7D | -0.5% | -1.0% | +0.5% | +0.7% |
| 30D | -17.3% | -2.5% | -14.8% | -14.8% |
| 3M | -2.8% | +4.0% | -6.7% | -7.2% |
| 6M | -4.4% | -1.8% | -2.6% | -1.7% |
| YTD | -4.2% | -9.2% | +5.0% | +7.9% |
| 1Y | -23.4% | -7.2% | -16.2% | -16.2% |
| 3Y | +179.4% | +9.8% | +169.6% | +133.3% |
| 5Y | +238.8% | +7.5% | +231.2% | +189.3% |
| All | +238.8% | +7.2% | +231.6% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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