+180.6%
RCL vs QID
-74.8%
+255.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.3% |
| 7D | -5.1% | -0.6% | -4.5% | -5.4% |
| 30D | -19.0% | 0.0% | -19.0% | -18.9% |
| 3M | -9.6% | +3.7% | -13.3% | -5.8% |
| 6M | -6.7% | -29.9% | +23.2% | -20.3% |
| YTD | -3.9% | -28.8% | +24.9% | -16.7% |
| 1Y | -25.1% | -37.2% | +12.1% | -39.1% |
| All | +180.6% | -74.8% | +255.4% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 3y: compounded portfolio wealth divided by compounded QID 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…
3y analysis · Full analysis span regression · 6 months rolling