+241.9%
RCL vs PRU
+56.8%
+185.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | -1.2% | +3.6% | -4.8% | -3.8% |
| 30D | +17.8% | +8.9% | +9.0% | +10.3% |
| 3M | +4.9% | +0.2% | +4.8% | +4.5% |
| 6M | +23.7% | +23.7% | 0.0% | +3.3% |
| YTD | +17.8% | +13.7% | +4.1% | +4.8% |
| 1Y | +28.9% | +20.6% | +8.3% | +9.3% |
| 3Y | +241.9% | +56.3% | +185.6% | +144.5% |
| All | +241.9% | +56.8% | +185.1% | +144.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling