+261.1%
RCL vs MET
+78.1%
+183.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +2.6% |
| 7D | +6.5% | -1.2% | +7.7% | +7.6% |
| 30D | +15.9% | +3.2% | +12.7% | +12.8% |
| 3M | +2.7% | -1.1% | +3.8% | +3.2% |
| 6M | +15.2% | +25.0% | -9.8% | -6.3% |
| YTD | +19.2% | +27.9% | -8.6% | -5.2% |
| 1Y | +31.6% | +32.9% | -1.3% | +1.3% |
| 3Y | +274.2% | +78.8% | +195.4% | +115.3% |
| All | +261.1% | +78.1% | +183.0% | +106.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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