+269.1%
RCL vs PLUG
-79.9%
+349.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.5% | +4.4% | -2.8% |
| 7D | +3.9% | -4.9% | +8.9% | +4.2% |
| 30D | +11.8% | -27.4% | +39.2% | +13.4% |
| 3M | -0.8% | -35.7% | +34.9% | +1.1% |
| 6M | +23.6% | -59.3% | +83.0% | +28.4% |
| YTD | +17.6% | -31.5% | +49.1% | +18.5% |
| 1Y | +28.3% | -48.9% | +77.1% | +30.7% |
| All | +269.1% | -79.9% | +349.0% | +266.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling