+269.0%
RCL vs MNDY
-55.0%
+323.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.1% |
| 7D | -1.2% | -11.3% | +10.1% | +1.0% |
| 30D | +17.8% | -10.8% | +28.7% | +20.0% |
| 3M | +4.9% | -17.3% | +22.2% | +7.5% |
| 6M | +23.7% | +15.2% | +8.5% | +16.6% |
| YTD | +17.8% | -47.1% | +65.0% | +29.3% |
| 1Y | +28.9% | -51.4% | +80.4% | +44.0% |
| 3Y | +241.9% | -49.6% | +291.5% | +254.5% |
| 5Y | +295.4% | -78.6% | +374.0% | +288.9% |
| All | +269.0% | -55.0% | +323.9% | +264.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling