+230.1%
RCL vs PDD
+199.6%
+30.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +1.0% |
| 7D | +8.5% | -1.0% | +9.5% | +8.6% |
| 30D | +20.4% | -2.4% | +22.8% | +20.8% |
| 3M | +11.0% | -14.6% | +25.6% | +13.3% |
| 6M | +24.9% | -19.6% | +44.5% | +28.2% |
| YTD | +23.9% | -30.0% | +53.8% | +29.8% |
| 1Y | +30.8% | -42.5% | +73.3% | +40.6% |
| 3Y | +270.4% | -27.2% | +297.6% | +271.0% |
| 5Y | +296.1% | -8.2% | +304.3% | +253.1% |
| All | +230.1% | +199.6% | +30.5% | +117.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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