+236.5%
RCL vs NVD
-98.5%
+335.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | +1.0% |
| 7D | -1.2% | +28.6% | -29.8% | +2.9% |
| 30D | +17.8% | +73.6% | -55.8% | +29.1% |
| 3M | +4.9% | +70.1% | -65.1% | +15.4% |
| 6M | +23.7% | +53.6% | -29.9% | +35.9% |
| YTD | +17.8% | -7.0% | +24.8% | +21.4% |
| 1Y | +28.9% | -9.0% | +37.9% | +32.8% |
| 3Y | +241.9% | -98.3% | +340.2% | +108.0% |
| All | +236.5% | -98.5% | +335.1% | +98.4% |
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