+296.1%
RCL vs INDA
+10.4%
+285.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.1% |
| 7D | +8.5% | +6.2% | +2.3% | +1.0% |
| 30D | +20.4% | +12.4% | +8.0% | +4.7% |
| 3M | +11.0% | +3.2% | +7.8% | +6.9% |
| 6M | +24.9% | +3.8% | +21.1% | +19.6% |
| YTD | +23.9% | -4.3% | +28.2% | +31.1% |
| 1Y | +30.8% | -4.5% | +35.3% | +38.5% |
| 3Y | +270.4% | +17.1% | +253.3% | +183.7% |
| 5Y | +296.1% | +11.0% | +285.1% | +229.6% |
| All | +296.1% | +10.4% | +285.7% | +229.6% |
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