+1,083.0%
RCL vs MUB
+77.6%
+1,005.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.4% |
| 7D | +8.5% | +0.6% | +7.9% | +7.7% |
| 30D | +20.4% | +3.4% | +17.0% | +15.3% |
| 3M | +11.0% | -0.7% | +11.7% | +12.0% |
| 6M | +24.9% | -1.0% | +25.8% | +26.7% |
| YTD | +23.9% | 0.0% | +23.9% | +24.4% |
| 1Y | +30.8% | +0.4% | +30.4% | +30.8% |
| 3Y | +270.4% | +10.5% | +259.9% | +227.1% |
| 5Y | +296.1% | +3.1% | +293.0% | +280.7% |
| 10Y | +375.0% | +22.0% | +353.0% | +316.9% |
| All | +1,083.0% | +77.6% | +1,005.4% | +701.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling