+380.4%
RCL vs MOS
+8.6%
+371.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | +6.5% | +21.6% | -15.1% | -2.9% |
| 30D | +15.9% | +12.0% | +3.9% | +9.3% |
| 3M | +2.7% | -3.9% | +6.6% | +2.5% |
| 6M | +15.2% | -3.3% | +18.5% | +13.7% |
| YTD | +19.2% | -4.6% | +23.9% | +14.6% |
| 1Y | +31.6% | -7.0% | +38.6% | +27.6% |
| 3Y | +274.2% | -24.4% | +298.6% | +273.7% |
| 5Y | +250.1% | -32.1% | +282.2% | +230.2% |
| All | +380.4% | +8.6% | +371.8% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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