+375.0%
RCL vs PAAS
+168.2%
+206.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.7% | +1.9% |
| 7D | +8.5% | +4.2% | +4.3% | +7.7% |
| 30D | +20.4% | -13.8% | +34.2% | +23.5% |
| 3M | +11.0% | -22.7% | +33.7% | +15.4% |
| 6M | +24.9% | -32.1% | +56.9% | +32.2% |
| YTD | +23.9% | -22.3% | +46.1% | +26.7% |
| 1Y | +30.8% | +7.7% | +23.2% | +25.9% |
| 3Y | +270.4% | +214.0% | +56.4% | +181.3% |
| 5Y | +296.1% | +63.2% | +232.9% | +229.9% |
| 10Y | +375.0% | +185.5% | +189.5% | +243.3% |
| All | +375.0% | +168.2% | +206.8% | +243.3% |
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