+375.0%
RCL vs O
+78.3%
+296.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +8.5% | +3.5% | +5.0% | +5.8% |
| 30D | +20.4% | +10.4% | +10.0% | +11.8% |
| 3M | +11.0% | -2.4% | +13.4% | +12.9% |
| 6M | +24.9% | -1.2% | +26.1% | +25.0% |
| YTD | +23.9% | +10.4% | +13.5% | +13.1% |
| 1Y | +30.8% | +11.4% | +19.4% | +18.6% |
| 3Y | +270.4% | +40.4% | +230.0% | +168.9% |
| 5Y | +296.1% | +12.1% | +284.0% | +243.9% |
| 10Y | +375.0% | +82.7% | +292.3% | +246.6% |
| All | +375.0% | +78.3% | +296.7% | +246.6% |
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