+32.0%
RCL vs MUB
+0.1%
+31.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.4% | +5.9% | +4.9% |
| 7D | +11.7% | +0.6% | +11.1% | +9.5% |
| 30D | +21.1% | +3.2% | +17.9% | +8.3% |
| 3M | +2.9% | -1.1% | +3.9% | +14.7% |
| 6M | +29.8% | -1.1% | +30.9% | +46.2% |
| YTD | +21.4% | -0.5% | +21.9% | +36.5% |
| 1Y | +32.0% | 0.0% | +32.1% | +47.0% |
| All | +32.0% | +0.1% | +31.9% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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