+254.5%
RCL vs MTZ
+284.0%
-29.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.6% | -6.0% | -2.7% |
| 7D | +0.6% | +12.9% | -12.3% | -3.1% |
| 30D | +19.4% | -8.5% | +28.0% | +21.3% |
| 3M | +9.8% | -30.6% | +40.4% | +20.9% |
| 6M | +28.6% | -55.1% | +83.7% | +61.1% |
| YTD | +22.2% | -13.0% | +35.1% | +17.1% |
| 1Y | +29.7% | -4.3% | +34.0% | +19.4% |
| All | +254.5% | +284.0% | -29.5% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 3y: compounded portfolio wealth divided by compounded MTZ 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…
3y analysis · Full analysis span regression · 6 months rolling