+234.8%
RCL vs MUB
+2.2%
+232.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -5.1% | -0.9% | -4.2% | -3.8% |
| 30D | -19.0% | -1.4% | -17.6% | -17.1% |
| 3M | -9.6% | -2.2% | -7.4% | -6.3% |
| 6M | -6.7% | -1.9% | -4.8% | -3.7% |
| YTD | -3.9% | -0.8% | -3.1% | -2.1% |
| 1Y | -25.1% | +2.7% | -27.8% | -26.8% |
| 3Y | +179.1% | +8.6% | +170.5% | +146.6% |
| All | +234.8% | +2.2% | +232.6% | +151.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling