+359.5%
RCL vs OPEN
-70.7%
+430.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | -5.1% | -4.3% | -0.8% | -4.6% |
| 30D | -19.0% | -16.2% | -2.8% | -17.3% |
| 3M | -9.6% | -36.4% | +26.8% | -4.9% |
| 6M | -6.7% | -35.5% | +28.8% | -2.5% |
| YTD | -3.9% | -46.0% | +42.0% | +2.0% |
| 1Y | -25.1% | -47.1% | +22.1% | -24.5% |
| 3Y | +179.1% | -19.0% | +198.1% | +126.0% |
| 5Y | +243.3% | -83.6% | +326.9% | +184.1% |
| All | +359.5% | -70.7% | +430.2% | +234.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling