+1,366.6%
RCL vs MET
+1,300.1%
+66.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.9% |
| 7D | -5.1% | +1.2% | -6.2% | -5.8% |
| 30D | -19.0% | +1.4% | -20.4% | -19.9% |
| 3M | -9.6% | +17.7% | -27.3% | -19.2% |
| 6M | -6.7% | +35.0% | -41.7% | -23.6% |
| YTD | -3.9% | +26.3% | -30.2% | -18.0% |
| 1Y | -25.1% | +22.8% | -47.9% | -35.0% |
| 3Y | +179.1% | +65.9% | +113.2% | +99.3% |
| 5Y | +243.3% | +85.4% | +158.0% | +131.1% |
| 10Y | +325.8% | +253.7% | +72.1% | +108.4% |
| All | +1,366.6% | +1,300.1% | +66.5% | +254.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling