+380.4%
RCL vs PRU
+115.4%
+265.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.6% | +4.0% | +3.9% |
| 7D | +6.5% | +2.4% | +4.1% | +4.0% |
| 30D | +15.9% | +6.1% | +9.8% | +9.2% |
| 3M | +2.7% | -0.7% | +3.4% | +2.7% |
| 6M | +15.2% | +22.1% | -6.8% | -6.6% |
| YTD | +19.2% | +9.8% | +9.5% | +6.6% |
| 1Y | +31.6% | +19.4% | +12.3% | +8.5% |
| 3Y | +274.2% | +50.4% | +223.8% | +139.6% |
| 5Y | +250.1% | +37.2% | +212.9% | +147.8% |
| All | +380.4% | +115.4% | +265.1% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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