+484.2%
RCL vs OPEN
-87.3%
+571.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -1.9% |
| 7D | +0.6% | -31.1% | +31.7% | +4.9% |
| 30D | +19.4% | -34.7% | +54.1% | +24.9% |
| 3M | +9.8% | -61.9% | +71.6% | +22.5% |
| 6M | +28.6% | -71.9% | +100.5% | +48.1% |
| YTD | +22.2% | -76.6% | +98.7% | +42.5% |
| 1Y | +29.7% | -83.9% | +113.6% | +57.2% |
| 3Y | +265.3% | -34.4% | +299.7% | +195.1% |
| 5Y | +301.8% | -93.9% | +395.7% | +268.2% |
| All | +484.2% | -87.3% | +571.5% | +367.8% |
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