+214.0%
RCL vs ONTO
+508.7%
-294.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.9% | -10.3% | -5.0% |
| 7D | +0.6% | +16.4% | -15.8% | -6.6% |
| 30D | +19.4% | -21.4% | +40.9% | +28.4% |
| 3M | +9.8% | -32.7% | +42.5% | +23.7% |
| 6M | +28.6% | -25.2% | +53.8% | +30.0% |
| YTD | +22.2% | +36.2% | -14.1% | -10.1% |
| 1Y | +29.7% | +61.2% | -31.4% | -12.8% |
| 3Y | +265.3% | +58.7% | +206.6% | +93.4% |
| 5Y | +301.8% | +143.6% | +158.1% | +43.0% |
| All | +214.0% | +508.7% | -294.7% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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