+379.0%
RCL vs PODD
+324.2%
+54.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +2.4% |
| 7D | +5.0% | -2.5% | +7.4% | +5.6% |
| 30D | +19.4% | +10.7% | +8.6% | +16.2% |
| 3M | +5.9% | +6.1% | -0.2% | +4.0% |
| 6M | +23.8% | -2.8% | +26.6% | +22.5% |
| YTD | +22.8% | -47.3% | +70.1% | +42.5% |
| 1Y | +34.3% | -53.2% | +87.4% | +60.6% |
| 3Y | +276.4% | -2.0% | +278.4% | +257.4% |
| 5Y | +281.6% | -52.9% | +334.5% | +325.7% |
| 10Y | +379.0% | +321.1% | +58.0% | +250.8% |
| All | +379.0% | +324.2% | +54.9% | +250.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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