+5,601.3%
RCL vs MKC
+1,524.3%
+4,077.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 7D | -1.2% | -3.0% | +1.8% | -0.2% |
| 30D | +17.8% | +4.8% | +13.0% | +15.8% |
| 3M | +4.9% | -12.8% | +17.8% | +9.6% |
| 6M | +23.7% | +5.0% | +18.7% | +20.3% |
| YTD | +17.8% | -29.1% | +46.9% | +30.2% |
| 1Y | +28.9% | -26.4% | +55.3% | +40.7% |
| 3Y | +241.9% | -21.6% | +263.5% | +257.2% |
| 5Y | +295.4% | -35.2% | +330.7% | +336.6% |
| 10Y | +344.1% | +25.6% | +318.5% | +259.3% |
| All | +5,601.3% | +1,524.3% | +4,077.0% | +2,571.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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