+3,394.1%
RCL vs O
+5,241.4%
-1,847.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.1% | +1.8% |
| 7D | +6.5% | +3.7% | +2.8% | +4.2% |
| 30D | +15.9% | +11.2% | +4.7% | +8.5% |
| 3M | +2.7% | -4.0% | +6.6% | +5.2% |
| 6M | +15.2% | -5.2% | +20.5% | +18.4% |
| YTD | +19.2% | +9.5% | +9.8% | +11.5% |
| 1Y | +31.6% | +10.6% | +21.0% | +22.3% |
| 3Y | +274.2% | +38.1% | +236.1% | +195.9% |
| 5Y | +250.1% | +10.2% | +239.8% | +218.5% |
| 10Y | +388.4% | +71.4% | +317.0% | +245.5% |
| All | +3,394.1% | +5,241.4% | -1,847.2% | +560.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling