+292.2%
RCL vs MNDY
-78.9%
+371.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.1% |
| 7D | -1.2% | -11.3% | +10.1% | +1.4% |
| 30D | +17.8% | -10.8% | +28.7% | +20.2% |
| 3M | +4.9% | -17.3% | +22.2% | +7.9% |
| 6M | +23.7% | +15.2% | +8.5% | +15.4% |
| YTD | +17.8% | -47.1% | +65.0% | +31.2% |
| 1Y | +28.9% | -51.4% | +80.4% | +46.6% |
| 3Y | +241.9% | -49.6% | +291.5% | +250.7% |
| All | +292.2% | -78.9% | +371.1% | +324.6% |
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