+29.8%
RCL vs MAS
+24.1%
+5.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.6% | +0.7% | +3.6% |
| 7D | +11.7% | +14.2% | -2.5% | +5.0% |
| 30D | +21.1% | +26.8% | -5.7% | +8.6% |
| 3M | +2.9% | +13.1% | -10.2% | -2.5% |
| 6M | +29.8% | +27.9% | +1.9% | +8.0% |
| All | +29.8% | +24.1% | +5.7% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 6mo: compounded portfolio wealth divided by compounded MAS 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…
6mo analysis · Full analysis span regression · 6 months rolling