+226.6%
RCL vs MGY
+85.2%
+141.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -2.5% | +1.8% | -4.3% | -2.9% |
| 30D | -15.7% | +6.5% | -22.2% | -17.2% |
| 3M | -3.6% | +0.3% | -3.9% | -4.4% |
| 6M | -8.7% | -2.4% | -6.3% | -10.1% |
| YTD | -6.2% | +29.0% | -35.1% | -16.6% |
| 1Y | -22.9% | +17.0% | -39.9% | -29.3% |
| 3Y | +173.6% | +26.2% | +147.4% | +138.3% |
| 5Y | +226.6% | +92.3% | +134.2% | +142.5% |
| All | +226.6% | +85.2% | +141.4% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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