+31.5%
RCL vs PWR
+30.6%
+0.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.1% |
| 7D | +8.5% | -11.2% | +19.8% | +10.2% |
| 30D | +20.4% | -17.4% | +37.8% | +23.9% |
| 3M | +11.0% | -11.7% | +22.7% | +12.4% |
| 6M | +24.9% | -21.7% | +46.6% | +31.4% |
| YTD | +23.9% | +38.3% | -14.4% | +13.3% |
| All | +31.5% | +30.6% | +0.9% | +21.6% |
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