+292.2%
RCL vs PLUG
-97.5%
+389.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -10.5% | +10.9% | +1.8% |
| 7D | -1.2% | -23.4% | +22.3% | +2.2% |
| 30D | +17.8% | -23.4% | +41.3% | +21.7% |
| 3M | +4.9% | -51.7% | +56.7% | +14.9% |
| 6M | +23.7% | -72.0% | +95.7% | +44.6% |
| YTD | +17.8% | -43.7% | +61.5% | +22.1% |
| 1Y | +28.9% | -55.4% | +84.3% | +37.6% |
| 3Y | +241.9% | -68.0% | +309.9% | +213.9% |
| All | +292.2% | -97.5% | +389.7% | +602.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling