+292.2%
RCL vs OPEN
-94.8%
+387.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +0.9% |
| 7D | -1.2% | -15.0% | +13.8% | +1.0% |
| 30D | +17.8% | -40.2% | +58.0% | +25.5% |
| 3M | +4.9% | -67.4% | +72.3% | +21.4% |
| 6M | +23.7% | -74.0% | +97.7% | +46.7% |
| YTD | +17.8% | -79.6% | +97.4% | +42.9% |
| 1Y | +28.9% | -86.1% | +115.0% | +63.7% |
| 3Y | +241.9% | -41.4% | +283.3% | +162.0% |
| All | +292.2% | -94.8% | +387.0% | +533.7% |
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