+274.2%
RCL vs PLUG
-78.4%
+352.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.4% | -6.0% | +1.0% |
| 7D | +6.5% | +5.8% | +0.7% | +6.2% |
| 30D | +15.9% | -18.5% | +34.4% | +16.9% |
| 3M | +2.7% | -30.0% | +32.6% | +4.2% |
| 6M | +15.2% | -56.2% | +71.4% | +19.3% |
| YTD | +19.2% | -26.4% | +45.6% | +19.7% |
| 1Y | +31.6% | -42.2% | +73.8% | +33.3% |
| 3Y | +274.2% | -76.8% | +351.0% | +269.9% |
| All | +274.2% | -78.4% | +352.5% | +269.9% |
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