+301.8%
RCL vs PAAS
+58.4%
+243.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.1% |
| 7D | +0.6% | -5.2% | +5.8% | +1.5% |
| 30D | +19.4% | -13.9% | +33.4% | +22.4% |
| 3M | +9.8% | -23.8% | +33.5% | +14.3% |
| 6M | +28.6% | -36.4% | +65.1% | +37.6% |
| YTD | +22.2% | -23.4% | +45.5% | +25.1% |
| 1Y | +29.7% | +5.6% | +24.1% | +25.4% |
| 3Y | +265.3% | +209.7% | +55.6% | +173.6% |
| 5Y | +301.8% | +55.6% | +246.2% | +325.8% |
| All | +301.8% | +58.4% | +243.3% | +325.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling