+350.2%
RCL vs PWR
+2,399.9%
-2,049.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.8% |
| 7D | -0.5% | +4.5% | -5.0% | -3.3% |
| 30D | -17.3% | -4.9% | -12.5% | -15.1% |
| 3M | -2.8% | -7.9% | +5.1% | -0.7% |
| 6M | -4.4% | +18.3% | -22.7% | -19.5% |
| YTD | -4.2% | +51.5% | -55.7% | -33.2% |
| 1Y | -23.4% | +70.3% | -93.7% | -52.0% |
| 3Y | +179.4% | +210.6% | -31.2% | +1.5% |
| 5Y | +238.8% | +456.7% | -217.9% | -27.2% |
| 10Y | +350.2% | +2,396.1% | -2,045.9% | -69.2% |
| All | +350.2% | +2,399.9% | -2,049.7% | -69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling