+292.2%
RCL vs NVMI
+140.3%
+151.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +1.5% |
| 7D | -1.2% | +1.5% | -2.7% | -1.9% |
| 30D | +17.8% | -4.1% | +21.9% | +18.9% |
| 3M | +4.9% | -22.8% | +27.7% | +13.9% |
| 6M | +23.7% | -36.9% | +60.6% | +40.8% |
| YTD | +17.8% | -3.2% | +21.0% | +10.9% |
| 1Y | +28.9% | +7.1% | +21.8% | +15.6% |
| 3Y | +241.9% | +181.5% | +60.4% | +64.2% |
| All | +292.2% | +140.3% | +151.9% | +85.9% |
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