+301.6%
RCL vs ONON
-5.0%
+306.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.2% |
| 7D | -1.2% | -10.0% | +8.8% | +2.1% |
| 30D | +17.8% | -5.3% | +23.1% | +19.7% |
| 3M | +4.9% | +6.5% | -1.5% | +2.2% |
| 6M | +23.7% | -5.0% | +28.7% | +23.2% |
| YTD | +17.8% | -27.6% | +45.5% | +27.7% |
| 1Y | +28.9% | -20.7% | +49.6% | +35.3% |
| 3Y | +241.9% | +26.6% | +215.3% | +194.3% |
| 5Y | +295.4% | -9.6% | +305.0% | +216.7% |
| All | +301.6% | -5.0% | +306.6% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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