+261.1%
RCL vs OPEN
-93.8%
+354.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -21.8% | +23.2% | +4.4% |
| 7D | +6.5% | -22.2% | +28.7% | +9.7% |
| 30D | +15.9% | -38.3% | +54.2% | +22.9% |
| 3M | +2.7% | -59.4% | +62.0% | +15.1% |
| 6M | +15.2% | -74.4% | +89.6% | +36.8% |
| YTD | +19.2% | -76.0% | +95.2% | +41.4% |
| 1Y | +31.6% | -78.7% | +110.3% | +56.6% |
| 3Y | +274.2% | -30.0% | +304.2% | +180.7% |
| All | +261.1% | -93.8% | +354.9% | +316.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling