+200.1%
RCL vs MNDY
-51.7%
+251.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.1% | +7.9% | +1.4% |
| 7D | -0.5% | -13.3% | +12.9% | +2.4% |
| 30D | -17.3% | -10.2% | -7.2% | -15.9% |
| 3M | -2.8% | -0.1% | -2.6% | -3.8% |
| 6M | -4.4% | +6.3% | -10.7% | -8.0% |
| YTD | -4.2% | -43.3% | +39.1% | +4.8% |
| 1Y | -23.4% | -56.1% | +32.8% | -11.9% |
| 3Y | +179.4% | -51.1% | +230.5% | +194.6% |
| 5Y | +238.8% | -78.5% | +317.3% | +233.7% |
| All | +200.1% | -51.7% | +251.8% | +195.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling