+342.5%
RCL vs NDAQ
+374.8%
-32.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | -2.2% | -1.6% | -0.6% | -1.3% |
| 30D | -15.7% | -1.5% | -14.2% | -15.0% |
| 3M | -8.0% | +8.0% | -16.0% | -13.3% |
| 6M | -10.1% | +7.7% | -17.9% | -15.5% |
| YTD | -5.9% | -2.3% | -3.5% | -6.2% |
| 1Y | -23.5% | +0.6% | -24.0% | -25.4% |
| 3Y | +174.4% | +90.9% | +83.5% | +71.0% |
| 5Y | +227.1% | +52.5% | +174.7% | +133.4% |
| 10Y | +342.5% | +380.3% | -37.7% | +57.3% |
| All | +342.5% | +374.8% | -32.2% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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