+552.6%
RCL vs MP
+257.7%
+294.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.6% | +0.5% |
| 7D | +6.5% | -10.5% | +17.0% | +8.5% |
| 30D | +15.9% | -23.5% | +39.4% | +21.4% |
| 3M | +2.7% | -25.4% | +28.1% | +7.5% |
| 6M | +15.2% | -51.3% | +66.5% | +29.3% |
| YTD | +19.2% | -29.9% | +49.1% | +22.2% |
| 1Y | +31.6% | -31.8% | +63.4% | +34.5% |
| 3Y | +274.2% | +127.0% | +147.2% | +147.0% |
| 5Y | +250.1% | -3.3% | +253.4% | +185.7% |
| All | +552.6% | +257.7% | +294.9% | +201.6% |
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