+330.2%
RCL vs MUB
+22.3%
+307.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -1.8% |
| 7D | -0.2% | -0.8% | +0.6% | +2.0% |
| 30D | +14.4% | +2.4% | +12.0% | +7.5% |
| 3M | +5.2% | -1.1% | +6.3% | +8.3% |
| 6M | +26.1% | -1.0% | +27.1% | +30.0% |
| YTD | +17.4% | -0.3% | +17.7% | +19.2% |
| 1Y | +24.7% | 0.0% | +24.7% | +25.8% |
| 3Y | +250.9% | +10.2% | +240.8% | +167.7% |
| 5Y | +293.8% | +2.9% | +290.9% | +268.2% |
| All | +330.2% | +22.3% | +307.9% | +292.1% |
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