+380.4%
RCL vs PAAS
+192.1%
+188.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | +6.5% | +8.4% | -1.9% | +5.0% |
| 30D | +15.9% | -7.2% | +23.1% | +17.3% |
| 3M | +2.7% | -14.0% | +16.7% | +4.8% |
| 6M | +15.2% | -26.8% | +42.0% | +20.4% |
| YTD | +19.2% | -19.8% | +39.0% | +21.3% |
| 1Y | +31.6% | +22.8% | +8.8% | +23.8% |
| 3Y | +274.2% | +183.6% | +90.6% | +189.7% |
| 5Y | +250.1% | +73.8% | +176.2% | +188.5% |
| All | +380.4% | +192.1% | +188.3% | +245.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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