+1,102.1%
RCL vs QID
-100.0%
+1,202.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -4.3% |
| 7D | +0.6% | -1.1% | +1.7% | +0.5% |
| 30D | +19.4% | +14.4% | +5.0% | +31.6% |
| 3M | +9.8% | +6.7% | +3.1% | +16.0% |
| 6M | +28.6% | +2.6% | +26.1% | +35.6% |
| YTD | +22.2% | -24.2% | +46.3% | +8.4% |
| 1Y | +29.7% | -22.3% | +52.0% | +17.3% |
| 3Y | +265.3% | -72.0% | +337.4% | +98.4% |
| 5Y | +301.8% | -78.2% | +379.9% | +148.0% |
| 10Y | +360.5% | -99.1% | +459.6% | -52.3% |
| All | +1,102.1% | -100.0% | +1,202.1% | -78.6% |
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