+1,073.3%
RCL vs QID
-100.0%
+1,173.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +3.9% | -0.3% |
| 7D | +6.5% | +9.4% | -2.9% | +13.3% |
| 30D | +15.9% | +31.2% | -15.4% | +39.3% |
| 3M | +2.7% | +17.4% | -14.8% | +15.3% |
| 6M | +15.2% | +8.4% | +6.8% | +25.5% |
| YTD | +19.2% | -15.8% | +35.0% | +13.0% |
| 1Y | +31.6% | -16.3% | +47.9% | +24.7% |
| 3Y | +274.2% | -70.4% | +344.6% | +110.6% |
| 5Y | +250.1% | -74.8% | +324.9% | +137.2% |
| 10Y | +388.4% | -99.0% | +487.4% | -47.6% |
| All | +1,073.3% | -100.0% | +1,173.3% | -77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling