+292.2%
RCL vs MDY
+34.6%
+257.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.6% |
| 7D | -1.2% | +2.3% | -3.5% | -4.5% |
| 30D | +17.8% | +2.0% | +15.8% | +14.4% |
| 3M | +4.9% | -5.6% | +10.6% | +14.6% |
| 6M | +23.7% | +1.3% | +22.4% | +21.7% |
| YTD | +17.8% | +12.3% | +5.5% | -0.1% |
| 1Y | +28.9% | +15.8% | +13.1% | +4.7% |
| 3Y | +241.9% | +56.5% | +185.4% | +74.6% |
| All | +292.2% | +34.6% | +257.6% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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