+1,791.2%
RCL vs PWR
+7,422.2%
-5,631.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.3% | -4.9% | -0.7% |
| 7D | +6.5% | -12.9% | +19.4% | +10.4% |
| 30D | +15.9% | -22.8% | +38.7% | +24.7% |
| 3M | +2.7% | -19.0% | +21.7% | +8.4% |
| 6M | +15.2% | -31.1% | +46.3% | +26.7% |
| YTD | +19.2% | +28.2% | -9.0% | +5.8% |
| 1Y | +31.6% | +22.2% | +9.4% | +18.4% |
| 3Y | +274.2% | +222.1% | +52.1% | +140.6% |
| 5Y | +250.1% | +364.1% | -114.0% | +100.3% |
| 10Y | +388.4% | +1,864.5% | -1,476.1% | +87.5% |
| All | +1,791.2% | +7,422.2% | -5,631.0% | +300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling