+5,843.1%
RCL vs OMC
+3,490.3%
+2,352.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +1.4% |
| 7D | +5.0% | +5.4% | -0.4% | +1.5% |
| 30D | +19.4% | +15.7% | +3.7% | +8.3% |
| 3M | +5.9% | +4.9% | +1.0% | +1.9% |
| 6M | +23.8% | +17.3% | +6.5% | +8.9% |
| YTD | +22.8% | +13.0% | +9.8% | +7.6% |
| 1Y | +34.3% | +24.1% | +10.2% | +10.0% |
| 3Y | +276.4% | +31.2% | +245.2% | +187.6% |
| 5Y | +281.6% | +53.4% | +228.2% | +165.5% |
| 10Y | +379.0% | +55.5% | +323.5% | +241.1% |
| All | +5,843.1% | +3,490.3% | +2,352.8% | +1,829.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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