+845.5%
RCL vs QID
-100.0%
+945.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.4% |
| 7D | -5.1% | -0.6% | -4.5% | -5.5% |
| 30D | -19.0% | 0.0% | -19.0% | -18.9% |
| 3M | -9.6% | +3.7% | -13.3% | -5.5% |
| 6M | -6.7% | -29.9% | +23.2% | -22.8% |
| YTD | -3.9% | -28.8% | +24.9% | -19.1% |
| 1Y | -25.1% | -37.2% | +12.1% | -41.5% |
| 3Y | +179.1% | -73.7% | +252.8% | +45.6% |
| 5Y | +243.3% | -80.7% | +324.1% | +93.4% |
| 10Y | +325.8% | -99.1% | +424.9% | -57.9% |
| All | +845.5% | -100.0% | +945.4% | -84.1% |
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