+274.2%
RCL vs PCAR
+31.0%
+243.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +2.7% |
| 7D | +6.5% | +0.1% | +6.4% | +6.5% |
| 30D | +15.9% | -4.6% | +20.4% | +18.8% |
| 3M | +2.7% | -22.6% | +25.2% | +18.3% |
| 6M | +15.2% | -12.0% | +27.2% | +23.0% |
| YTD | +19.2% | -6.1% | +25.3% | +21.8% |
| 1Y | +31.6% | +6.3% | +25.3% | +25.4% |
| 3Y | +274.2% | +31.8% | +242.4% | +176.2% |
| All | +274.2% | +31.0% | +243.2% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 3y: compounded portfolio wealth divided by compounded PCAR 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…
3y analysis · Full analysis span regression · 6 months rolling