+261.1%
RCL vs PWR
+348.7%
-87.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.3% | -4.9% | -1.4% |
| 7D | +6.5% | -12.9% | +19.4% | +11.6% |
| 30D | +15.9% | -22.8% | +38.7% | +28.0% |
| 3M | +2.7% | -19.0% | +21.7% | +10.3% |
| 6M | +15.2% | -31.1% | +46.3% | +32.3% |
| YTD | +19.2% | +28.2% | -9.0% | -3.8% |
| 1Y | +31.6% | +22.2% | +9.4% | +8.5% |
| 3Y | +274.2% | +222.1% | +52.1% | +56.5% |
| All | +261.1% | +348.7% | -87.6% | +17.6% |
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 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