-25.1%
RCL vs OPEN
-38.6%
+13.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | -5.1% | -4.3% | -0.8% | -4.8% |
| 30D | -19.0% | -16.2% | -2.8% | -17.9% |
| 3M | -9.6% | -36.4% | +26.8% | -6.7% |
| 6M | -6.7% | -35.5% | +28.8% | -4.0% |
| YTD | -3.9% | -46.0% | +42.0% | -0.4% |
| 1Y | -25.1% | -47.1% | +22.1% | -23.1% |
| All | -25.1% | -38.6% | +13.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling