+4,448.9%
RCL vs IVZ
+897.2%
+3,551.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +6.5% | -2.4% | +9.0% | +7.8% |
| 30D | +15.9% | -11.2% | +27.1% | +23.1% |
| 3M | +2.7% | -14.0% | +16.6% | +10.7% |
| 6M | +15.2% | +0.5% | +14.8% | +13.4% |
| YTD | +19.2% | +5.4% | +13.8% | +14.1% |
| 1Y | +31.6% | +19.5% | +12.1% | +17.7% |
| 3Y | +274.2% | +128.7% | +145.5% | +132.6% |
| 5Y | +250.1% | +28.8% | +221.3% | +193.4% |
| 10Y | +388.4% | +52.3% | +336.1% | +253.8% |
| All | +4,448.9% | +897.2% | +3,551.7% | +1,421.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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