+4,549.4%
RCL vs MKC
+1,682.4%
+2,866.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.2% |
| 7D | -5.1% | -5.9% | +0.8% | -3.1% |
| 30D | -19.0% | -0.9% | -18.1% | -18.8% |
| 3M | -9.6% | +12.7% | -22.3% | -13.8% |
| 6M | -6.7% | -19.3% | +12.6% | -0.4% |
| YTD | -3.9% | -22.2% | +18.2% | +3.2% |
| 1Y | -25.1% | -23.3% | -1.8% | -19.2% |
| 3Y | +179.1% | -30.0% | +209.1% | +205.5% |
| 5Y | +243.3% | -33.8% | +277.1% | +277.7% |
| 10Y | +325.8% | +24.4% | +301.3% | +248.9% |
| All | +4,549.4% | +1,682.4% | +2,866.9% | +2,017.2% |
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