+227.1%
RCL vs NI
+95.2%
+132.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | -2.2% | +1.3% | -3.5% | -2.7% |
| 30D | -15.7% | -0.3% | -15.4% | -15.6% |
| 3M | -8.0% | -9.5% | +1.5% | -4.1% |
| 6M | -10.1% | -10.2% | +0.1% | -6.3% |
| YTD | -5.9% | +1.8% | -7.7% | -7.8% |
| 1Y | -23.5% | +5.7% | -29.2% | -26.5% |
| 3Y | +174.4% | +69.6% | +104.8% | +107.9% |
| 5Y | +227.1% | +95.8% | +131.4% | +119.7% |
| All | +227.1% | +95.2% | +132.0% | +119.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling