+227.1%
RCL vs NVMI
+274.3%
-47.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | -2.2% | +6.9% | -9.1% | -4.6% |
| 30D | -15.7% | -2.8% | -12.8% | -15.1% |
| 3M | -8.0% | -27.3% | +19.4% | +1.3% |
| 6M | -10.1% | -13.7% | +3.5% | -8.7% |
| YTD | -5.9% | +13.8% | -19.7% | -15.5% |
| 1Y | -23.5% | +34.9% | -58.3% | -37.0% |
| 3Y | +174.4% | +213.5% | -39.1% | +33.7% |
| 5Y | +227.1% | +272.5% | -45.3% | +47.4% |
| All | +227.1% | +274.3% | -47.2% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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