+28.9%
RCL vs MP
-35.6%
+64.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.1% |
| 7D | -1.2% | +9.5% | -10.6% | -1.9% |
| 30D | +17.8% | -3.0% | +20.8% | +17.9% |
| 3M | +4.9% | -30.4% | +35.3% | +7.2% |
| 6M | +23.7% | -39.2% | +62.9% | +27.5% |
| YTD | +17.8% | -23.3% | +41.1% | +17.7% |
| 1Y | +28.9% | -32.6% | +61.6% | +28.7% |
| All | +28.9% | -35.6% | +64.5% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling