+351.4%
RCL vs MUB
+17.9%
+333.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -5.1% | -0.9% | -4.2% | -2.9% |
| 30D | -19.0% | -1.4% | -17.6% | -15.9% |
| 3M | -9.6% | -2.2% | -7.4% | -4.1% |
| 6M | -6.7% | -1.9% | -4.8% | -1.3% |
| YTD | -3.9% | -0.8% | -3.1% | -1.2% |
| 1Y | -25.1% | +2.7% | -27.8% | -29.5% |
| 3Y | +179.1% | +8.6% | +170.5% | +122.8% |
| 5Y | +243.3% | +2.0% | +241.3% | +229.0% |
| All | +351.4% | +17.9% | +333.5% | +377.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling