+2,147.5%
RCL vs NDAQ
+2,593.6%
-446.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.2% |
| 7D | +6.5% | +0.8% | +5.7% | +6.2% |
| 30D | +15.9% | +16.5% | -0.6% | +7.5% |
| 3M | +2.7% | +13.5% | -10.8% | -3.8% |
| 6M | +15.2% | +20.9% | -5.7% | +4.1% |
| YTD | +19.2% | +11.4% | +7.8% | +11.3% |
| 1Y | +31.6% | +25.9% | +5.7% | +15.8% |
| 3Y | +274.2% | +119.9% | +154.3% | +151.9% |
| 5Y | +250.1% | +61.7% | +188.3% | +172.8% |
| 10Y | +388.4% | +481.6% | -93.2% | +111.3% |
| All | +2,147.5% | +2,593.6% | -446.1% | +557.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling