+952.4%
RCL vs INDA
+115.1%
+837.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.1% | +0.7% | -5.8% | -5.7% |
| 30D | -19.0% | -0.8% | -18.2% | -18.5% |
| 3M | -9.6% | +3.9% | -13.5% | -12.3% |
| 6M | -6.7% | -0.7% | -6.0% | -5.4% |
| YTD | -3.9% | -7.7% | +3.7% | +3.6% |
| 1Y | -25.1% | -5.1% | -20.0% | -21.3% |
| 3Y | +179.1% | +13.6% | +165.5% | +150.7% |
| 5Y | +243.3% | +7.8% | +235.5% | +228.7% |
| 10Y | +325.8% | +84.6% | +241.1% | +179.1% |
| All | +952.4% | +115.1% | +837.3% | +517.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling