+379.0%
RCL vs PLUG
+25.0%
+354.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.4% | -0.4% | +2.5% |
| 7D | +5.0% | +14.5% | -9.5% | +2.9% |
| 30D | +19.4% | -10.7% | +30.1% | +21.1% |
| 3M | +5.9% | -31.2% | +37.1% | +11.1% |
| 6M | +23.8% | -51.9% | +75.7% | +35.0% |
| YTD | +22.8% | -23.9% | +46.7% | +22.6% |
| 1Y | +34.3% | -43.4% | +77.7% | +39.2% |
| 3Y | +276.4% | -74.7% | +351.1% | +265.7% |
| 5Y | +281.6% | -96.3% | +377.9% | +394.8% |
| 10Y | +379.0% | +20.0% | +359.0% | +265.5% |
| All | +379.0% | +25.0% | +354.0% | +265.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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