+180.6%
RCL vs ONTO
+104.0%
+76.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -1.5% |
| 7D | -5.1% | -1.0% | -4.1% | -4.9% |
| 30D | -19.0% | -2.9% | -16.1% | -19.2% |
| 3M | -9.6% | -2.5% | -7.1% | -12.0% |
| 6M | -6.7% | +28.2% | -34.9% | -16.4% |
| YTD | -3.9% | +69.8% | -73.7% | -20.6% |
| 1Y | -25.1% | +162.9% | -188.0% | -46.1% |
| All | +180.6% | +104.0% | +76.6% | +92.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling