+333.1%
RCL vs NI
+143.3%
+189.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | -1.9% | 0.0% | -2.0% | -1.9% |
| 30D | -15.5% | -1.4% | -14.2% | -15.0% |
| 3M | -9.7% | -10.6% | +0.9% | -4.5% |
| 6M | -8.7% | -9.3% | +0.6% | -4.6% |
| YTD | -5.8% | +1.1% | -6.9% | -7.4% |
| 1Y | -24.5% | +3.4% | -27.8% | -26.8% |
| 3Y | +173.9% | +67.9% | +106.0% | +99.0% |
| 5Y | +228.0% | +98.0% | +130.0% | +113.7% |
| All | +333.1% | +143.3% | +189.8% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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