+241.9%
RCL vs ONTO
+51.5%
+190.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +1.0% |
| 7D | -1.2% | +17.5% | -18.7% | -4.7% |
| 30D | +17.8% | -15.7% | +33.5% | +20.9% |
| 3M | +4.9% | -39.7% | +44.7% | +15.1% |
| 6M | +23.7% | -26.5% | +50.2% | +25.8% |
| YTD | +17.8% | +29.0% | -11.2% | +2.0% |
| 1Y | +28.9% | +57.0% | -28.0% | +5.5% |
| 3Y | +241.9% | +50.0% | +191.9% | +171.4% |
| All | +241.9% | +51.5% | +190.4% | +171.4% |
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