+234.8%
RCL vs NDAQ
+55.8%
+179.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.7% | +1.1% |
| 7D | -5.1% | -2.4% | -2.6% | -3.6% |
| 30D | -19.0% | +2.5% | -21.5% | -20.4% |
| 3M | -9.6% | +9.9% | -19.5% | -15.5% |
| 6M | -6.7% | +9.4% | -16.1% | -13.0% |
| YTD | -3.9% | +0.4% | -4.3% | -5.6% |
| 1Y | -25.1% | +4.0% | -29.1% | -28.5% |
| 3Y | +179.1% | +94.4% | +84.7% | +67.9% |
| All | +234.8% | +55.8% | +179.0% | +113.6% |
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