+287.9%
RCL vs MNDY
-55.9%
+343.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.4% | +5.3% | +1.7% |
| 7D | +8.5% | -18.4% | +26.9% | +12.8% |
| 30D | +20.4% | -14.1% | +34.5% | +23.4% |
| 3M | +11.0% | -13.8% | +24.8% | +12.6% |
| 6M | +24.9% | +6.0% | +18.9% | +19.5% |
| YTD | +23.9% | -48.2% | +72.1% | +36.5% |
| 1Y | +30.8% | -54.0% | +84.9% | +47.9% |
| 3Y | +270.4% | -45.5% | +315.9% | +276.4% |
| 5Y | +296.1% | -78.2% | +374.3% | +291.5% |
| All | +287.9% | -55.9% | +343.8% | +284.6% |
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 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