+461.2%
RCL vs OPEN
-88.5%
+549.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.5% | +5.6% | -2.7% |
| 7D | -0.2% | -31.0% | +30.8% | +4.0% |
| 30D | +14.4% | -41.5% | +55.8% | +21.3% |
| 3M | +5.2% | -64.6% | +69.8% | +18.4% |
| 6M | +26.1% | -73.8% | +99.9% | +46.5% |
| YTD | +17.4% | -78.8% | +96.2% | +38.6% |
| 1Y | +24.7% | -86.8% | +111.5% | +55.0% |
| 3Y | +250.9% | -40.6% | +291.6% | +187.0% |
| 5Y | +293.8% | -94.7% | +388.5% | +265.6% |
| All | +461.2% | -88.5% | +549.7% | +355.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling