+195.2%
RCL vs MNDY
-49.8%
+245.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | 0.0% |
| 7D | -1.9% | -4.6% | +2.7% | -1.0% |
| 30D | -15.5% | +1.0% | -16.6% | -16.2% |
| 3M | -9.7% | +9.1% | -18.8% | -12.3% |
| 6M | -8.7% | +14.2% | -23.0% | -13.6% |
| YTD | -5.8% | -41.1% | +35.4% | +2.2% |
| 1Y | -24.5% | -54.7% | +30.3% | -13.7% |
| 3Y | +173.9% | -50.6% | +224.5% | +188.2% |
| 5Y | +228.0% | -76.7% | +304.6% | +220.5% |
| All | +195.2% | -49.8% | +245.0% | +188.0% |
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