+227.1%
RCL vs MNDY
-78.9%
+306.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.1% |
| 7D | -2.2% | -14.1% | +11.9% | +1.1% |
| 30D | -15.7% | -8.5% | -7.2% | -14.5% |
| 3M | -8.0% | -2.5% | -5.4% | -8.6% |
| 6M | -10.1% | +0.1% | -10.2% | -12.6% |
| YTD | -5.9% | -45.0% | +39.1% | +4.5% |
| 1Y | -23.5% | -58.1% | +34.6% | -9.9% |
| 3Y | +174.4% | -52.6% | +227.0% | +190.6% |
| 5Y | +227.1% | -79.3% | +306.4% | +236.5% |
| All | +227.1% | -78.9% | +306.1% | +236.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling