+331.9%
RCL vs O
+80.9%
+251.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.0% |
| 7D | -1.2% | -0.4% | -0.8% | -0.9% |
| 30D | +17.8% | +7.1% | +10.7% | +11.9% |
| 3M | +4.9% | -5.2% | +10.2% | +9.1% |
| 6M | +23.7% | -1.8% | +25.5% | +24.5% |
| YTD | +17.8% | +9.1% | +8.7% | +8.6% |
| 1Y | +28.9% | +9.7% | +19.2% | +18.3% |
| 3Y | +241.9% | +39.1% | +202.7% | +149.8% |
| 5Y | +295.4% | +8.4% | +287.1% | +253.2% |
| All | +331.9% | +80.9% | +251.1% | +224.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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