+1,038.9%
RCL vs MUB
+78.3%
+960.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.3% | +1.3% |
| 7D | +6.5% | +0.7% | +5.8% | +5.6% |
| 30D | +15.9% | +4.4% | +11.5% | +9.7% |
| 3M | +2.7% | -0.2% | +2.8% | +2.9% |
| 6M | +15.2% | -0.6% | +15.8% | +16.4% |
| YTD | +19.2% | +0.3% | +18.9% | +19.2% |
| 1Y | +31.6% | +0.8% | +30.8% | +30.9% |
| 3Y | +274.2% | +12.0% | +262.2% | +224.9% |
| 5Y | +250.1% | +3.4% | +246.6% | +235.0% |
| 10Y | +388.4% | +20.7% | +367.8% | +328.2% |
| All | +1,038.9% | +78.3% | +960.6% | +668.2% |
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