+4,549.4%
RCL vs NSC
+3,371.3%
+1,178.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -5.1% | -5.5% | +0.4% | -1.9% |
| 30D | -19.0% | -3.2% | -15.8% | -17.5% |
| 3M | -9.6% | +7.7% | -17.3% | -13.9% |
| 6M | -6.7% | +4.5% | -11.2% | -10.1% |
| YTD | -3.9% | +15.6% | -19.5% | -12.8% |
| 1Y | -25.1% | +19.8% | -44.9% | -33.4% |
| 3Y | +179.1% | +70.1% | +109.0% | +96.4% |
| 5Y | +243.3% | +46.1% | +197.2% | +165.0% |
| 10Y | +325.8% | +328.1% | -2.3% | +88.1% |
| All | +4,549.4% | +3,371.3% | +1,178.1% | +747.4% |
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