+269.9%
RCL vs NXT
+181.9%
+88.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -0.5% | +2.9% | -3.3% | -0.9% |
| 30D | -17.3% | -17.2% | -0.1% | -14.8% |
| 3M | -2.8% | -32.0% | +29.2% | +2.9% |
| 6M | -4.4% | -15.8% | +11.4% | -3.2% |
| YTD | -4.2% | -1.9% | -2.3% | -5.6% |
| 1Y | -23.4% | +22.5% | -45.9% | -27.6% |
| 3Y | +179.4% | +100.5% | +78.8% | +132.1% |
| All | +269.9% | +181.9% | +88.0% | +180.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling