+1,424.0%
RCL vs PWR
+8,583.6%
-7,159.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -5.1% | +3.6% | -8.7% | -6.2% |
| 30D | -19.0% | -8.6% | -10.4% | -16.8% |
| 3M | -9.6% | -13.2% | +3.6% | -6.5% |
| 6M | -6.7% | +9.9% | -16.6% | -11.3% |
| YTD | -3.9% | +48.0% | -52.0% | -17.6% |
| 1Y | -25.1% | +66.2% | -91.3% | -38.6% |
| 3Y | +179.1% | +195.1% | -16.0% | +86.5% |
| 5Y | +243.3% | +442.6% | -199.2% | +88.9% |
| 10Y | +325.8% | +2,334.2% | -2,008.5% | +54.9% |
| All | +1,424.0% | +8,583.6% | -7,159.6% | +211.6% |
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 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