+269.1%
RCL vs PL
+403.1%
-134.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -10.1% | +7.0% | -2.0% |
| 7D | +3.9% | -20.5% | +24.5% | +6.4% |
| 30D | +11.8% | -38.8% | +50.5% | +17.5% |
| 3M | -0.8% | -49.1% | +48.3% | +6.1% |
| 6M | +23.6% | -69.4% | +93.0% | +38.0% |
| YTD | +17.6% | -42.3% | +60.0% | +18.3% |
| 1Y | +28.3% | -14.2% | +42.5% | +21.0% |
| All | +269.1% | +403.1% | -134.0% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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