+29.7%
RCL vs QS
-73.9%
+103.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -0.2% |
| 7D | +0.6% | -5.0% | +5.6% | +1.6% |
| 30D | +19.4% | -1.4% | +20.8% | +19.4% |
| 3M | +9.8% | -33.6% | +43.4% | +18.5% |
| 6M | +28.6% | -47.6% | +76.2% | +44.9% |
| YTD | +22.2% | -59.6% | +81.8% | +37.3% |
| 1Y | +29.7% | -73.5% | +103.3% | +45.1% |
| All | +29.7% | -73.9% | +103.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling