+293.8%
RCL vs PWR
+423.6%
-129.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | -0.2% | +19.1% | -19.3% | -7.9% |
| 30D | +14.4% | -12.0% | +26.4% | +19.0% |
| 3M | +5.2% | -10.6% | +15.7% | +8.0% |
| 6M | +26.1% | -20.8% | +47.0% | +35.9% |
| YTD | +17.4% | +43.7% | -26.4% | -10.1% |
| 1Y | +24.7% | +35.0% | -10.3% | -1.6% |
| 3Y | +250.9% | +249.4% | +1.5% | +42.7% |
| 5Y | +293.8% | +422.1% | -128.3% | +19.7% |
| All | +293.8% | +423.6% | -129.8% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling