+238.8%
RCL vs QID
-80.7%
+319.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.1% |
| 7D | -0.5% | -2.7% | +2.3% | -2.0% |
| 30D | -17.3% | +1.8% | -19.1% | -16.4% |
| 3M | -2.8% | -2.2% | -0.6% | -2.4% |
| 6M | -4.4% | -32.1% | +27.7% | -20.5% |
| YTD | -4.2% | -28.6% | +24.4% | -17.4% |
| 1Y | -23.4% | -36.3% | +13.0% | -37.8% |
| 3Y | +179.4% | -74.4% | +253.8% | +54.9% |
| 5Y | +238.8% | -80.8% | +319.5% | +101.3% |
| All | +238.8% | -80.7% | +319.4% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling