+32.0%
RCL vs PWR
+31.4%
+0.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -11.7% | +18.0% | +8.4% |
| 7D | +11.7% | -4.4% | +16.0% | +11.7% |
| 30D | +21.1% | -15.1% | +36.2% | +24.2% |
| 3M | +2.9% | -16.2% | +19.1% | +5.6% |
| 6M | +29.8% | -23.3% | +53.2% | +37.9% |
| YTD | +21.4% | +37.6% | -16.2% | +11.1% |
| 1Y | +32.0% | +32.4% | -0.4% | +21.2% |
| All | +32.0% | +31.4% | +0.6% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling