+292.2%
RCL vs NDAQ
+66.7%
+225.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -1.2% | +1.3% | -2.4% | -2.0% |
| 30D | +17.8% | +18.0% | -0.1% | +5.8% |
| 3M | +4.9% | +11.5% | -6.6% | -2.7% |
| 6M | +23.7% | +21.1% | +2.6% | +7.7% |
| YTD | +17.8% | +12.8% | +5.0% | +6.9% |
| 1Y | +28.9% | +25.7% | +3.2% | +7.6% |
| 3Y | +241.9% | +116.8% | +125.1% | +87.5% |
| All | +292.2% | +66.7% | +225.5% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling