+4.2%
RCL vs Q
+66.4%
-62.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.3% | -5.0% | 0.0% |
| 7D | +6.5% | +0.3% | +6.2% | +6.3% |
| 30D | +15.9% | -9.8% | +25.7% | +18.3% |
| 3M | +2.7% | -12.2% | +14.9% | +5.1% |
| 6M | +15.2% | -21.6% | +36.8% | +19.6% |
| YTD | +19.2% | +43.6% | -24.3% | +7.7% |
| 1Y | +31.6% | +25.7% | +5.9% | +18.3% |
| All | +4.2% | +66.4% | -62.2% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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