-23.5%
RCL vs NXT
+18.1%
-41.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.6% | +1.8% | -1.2% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | -15.7% | -20.0% | +4.3% | -12.4% |
| 3M | -8.0% | -30.9% | +23.0% | -2.3% |
| 6M | -10.1% | -23.8% | +13.7% | -7.5% |
| YTD | -5.9% | -5.4% | -0.4% | -6.3% |
| 1Y | -23.5% | +28.0% | -51.5% | -27.1% |
| All | -23.5% | +18.1% | -41.6% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling