+1,088.5%
RCL vs OTIS
+87.9%
+1,000.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.9% |
| 7D | -2.5% | -5.0% | +2.6% | +0.5% |
| 30D | -15.7% | -6.5% | -9.2% | -12.3% |
| 3M | -3.6% | -2.0% | -1.7% | -2.7% |
| 6M | -8.7% | -20.2% | +11.5% | +4.1% |
| YTD | -6.2% | -21.0% | +14.8% | +7.1% |
| 1Y | -22.9% | -20.9% | -2.0% | -12.1% |
| 3Y | +173.6% | -13.3% | +186.9% | +183.3% |
| 5Y | +226.6% | -18.5% | +245.1% | +240.7% |
| All | +1,088.5% | +87.9% | +1,000.6% | +889.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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