+487.3%
RCL vs OPEN
-86.9%
+574.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.9% |
| 7D | +5.0% | -21.7% | +26.6% | +7.7% |
| 30D | +19.4% | -36.5% | +55.9% | +25.4% |
| 3M | +5.9% | -59.5% | +65.5% | +17.4% |
| 6M | +23.8% | -71.9% | +95.7% | +42.6% |
| YTD | +22.8% | -75.8% | +98.6% | +42.8% |
| 1Y | +34.3% | -78.5% | +112.8% | +56.7% |
| 3Y | +276.4% | -30.2% | +306.6% | +201.5% |
| 5Y | +281.6% | -93.3% | +374.9% | +247.7% |
| All | +487.3% | -86.9% | +574.2% | +368.8% |
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