+699.2%
RCL vs PODD
+767.5%
-68.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +1.9% | +0.5% |
| 7D | -5.1% | +1.6% | -6.7% | -5.6% |
| 30D | -19.0% | +10.7% | -29.7% | -21.8% |
| 3M | -9.6% | +0.7% | -10.3% | -11.3% |
| 6M | -6.7% | -39.3% | +32.6% | +6.5% |
| YTD | -3.9% | -48.1% | +44.2% | +15.1% |
| 1Y | -25.1% | -57.4% | +32.3% | -4.8% |
| 3Y | +179.1% | -23.3% | +202.4% | +180.4% |
| 5Y | +243.3% | -51.3% | +294.6% | +284.5% |
| 10Y | +325.8% | +242.0% | +83.7% | +116.0% |
| All | +699.2% | +767.5% | -68.3% | +90.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling