+622.6%
RCL vs PLUG
-98.6%
+721.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -3.0% | -0.5% |
| 7D | -5.1% | -0.9% | -4.2% | -5.0% |
| 30D | -19.0% | +3.3% | -22.3% | -19.4% |
| 3M | -9.6% | -39.7% | +30.1% | -4.7% |
| 6M | -6.7% | -12.5% | +5.8% | -6.8% |
| YTD | -3.9% | +10.2% | -14.1% | -7.6% |
| 1Y | -25.1% | +50.7% | -75.8% | -32.3% |
| 3Y | +179.1% | -74.5% | +253.6% | +173.6% |
| 5Y | +243.3% | -91.8% | +335.1% | +272.3% |
| 10Y | +325.8% | +43.7% | +282.1% | +198.6% |
| All | +622.6% | -98.6% | +721.2% | +298.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling