+241.9%
RCL vs PWR
+247.1%
-5.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | -1.2% | +11.3% | -12.5% | -4.7% |
| 30D | +17.8% | -8.9% | +26.7% | +20.0% |
| 3M | +4.9% | -10.5% | +15.4% | +7.2% |
| 6M | +23.7% | -22.2% | +45.9% | +32.9% |
| YTD | +17.8% | +42.7% | -24.9% | -4.3% |
| 1Y | +28.9% | +41.1% | -12.2% | +4.8% |
| 3Y | +241.9% | +242.7% | -0.9% | +65.9% |
| All | +241.9% | +247.1% | -5.2% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling