+234.8%
RCL vs PODD
-51.3%
+286.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.4% |
| 7D | -5.1% | +1.6% | -6.7% | -5.5% |
| 30D | -19.0% | +10.7% | -29.7% | -21.4% |
| 3M | -9.6% | +0.7% | -10.3% | -11.1% |
| 6M | -6.7% | -39.3% | +32.6% | +5.9% |
| YTD | -3.9% | -48.1% | +44.2% | +14.3% |
| 1Y | -25.1% | -57.4% | +32.3% | -5.6% |
| 3Y | +179.1% | -23.3% | +202.4% | +182.0% |
| All | +234.8% | -51.3% | +286.1% | +285.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling