+1,425.3%
RCL vs NVMI
+1,967.2%
-541.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -1.0% |
| 7D | -5.1% | +6.6% | -11.7% | -6.1% |
| 30D | -19.0% | -7.5% | -11.5% | -18.1% |
| 3M | -9.6% | -28.5% | +18.9% | -5.4% |
| 6M | -6.7% | -15.7% | +9.0% | -5.2% |
| YTD | -3.9% | +13.3% | -17.2% | -7.2% |
| 1Y | -25.1% | +48.3% | -73.4% | -31.1% |
| 3Y | +179.1% | +191.2% | -12.1% | +126.7% |
| 5Y | +243.3% | +268.7% | -25.4% | +169.0% |
| 10Y | +325.8% | +3,034.8% | -2,709.0% | +156.9% |
| All | +1,425.3% | +1,967.2% | -541.9% | +636.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling