+226.6%
RCL vs INVH
-21.2%
+247.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +1.1% |
| 7D | -2.5% | -3.1% | +0.7% | -0.5% |
| 30D | -15.7% | -7.5% | -8.2% | -11.5% |
| 3M | -3.6% | -6.3% | +2.7% | +0.1% |
| 6M | -8.7% | +9.4% | -18.1% | -14.3% |
| YTD | -6.2% | +1.4% | -7.6% | -8.1% |
| 1Y | -22.9% | -4.1% | -18.8% | -21.6% |
| 3Y | +173.6% | -9.2% | +182.8% | +182.4% |
| 5Y | +226.6% | -19.6% | +246.2% | +268.8% |
| All | +226.6% | -21.2% | +247.8% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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