+5,893.7%
RCL vs NSC
+3,369.4%
+2,524.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.2% | +0.5% |
| 7D | +8.5% | -3.4% | +11.9% | +10.8% |
| 30D | +20.4% | +3.6% | +16.8% | +17.9% |
| 3M | +11.0% | -1.4% | +12.4% | +11.7% |
| 6M | +24.9% | +6.0% | +18.9% | +19.5% |
| YTD | +23.9% | +15.5% | +8.4% | +12.3% |
| 1Y | +30.8% | +16.2% | +14.6% | +18.3% |
| 3Y | +270.4% | +76.9% | +193.5% | +155.3% |
| 5Y | +296.1% | +29.3% | +266.8% | +229.2% |
| 10Y | +375.0% | +298.3% | +76.8% | +118.1% |
| All | +5,893.7% | +3,369.4% | +2,524.4% | +991.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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