+577.9%
RCL vs MP
+268.3%
+309.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.0% | +0.9% | +3.3% |
| 7D | +8.5% | -3.6% | +12.1% | +9.2% |
| 30D | +20.4% | -21.0% | +41.4% | +25.4% |
| 3M | +11.0% | -33.3% | +44.3% | +18.9% |
| 6M | +24.9% | -45.9% | +70.8% | +37.4% |
| YTD | +23.9% | -27.8% | +51.7% | +26.3% |
| 1Y | +30.8% | -43.2% | +74.0% | +39.0% |
| 3Y | +270.4% | +144.0% | +126.4% | +140.4% |
| 5Y | +296.1% | -6.1% | +302.2% | +226.0% |
| All | +577.9% | +268.3% | +309.6% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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