+168.8%
RCL vs NVD
-99.2%
+268.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -1.5% |
| 7D | -2.2% | +0.5% | -2.7% | -2.1% |
| 30D | -15.7% | -9.3% | -6.4% | -16.6% |
| 3M | -8.0% | -22.1% | +14.1% | -10.4% |
| 6M | -10.1% | -45.8% | +35.7% | -16.2% |
| YTD | -5.9% | -46.7% | +40.8% | -11.8% |
| 1Y | -23.5% | -59.5% | +36.0% | -30.9% |
| 3Y | +174.4% | -99.2% | +273.5% | +47.2% |
| All | +168.8% | -99.2% | +268.0% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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