+219.1%
RCL vs REGN
+21.2%
+197.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.8% |
| 7D | -1.9% | -5.6% | +3.7% | -0.6% |
| 30D | -15.5% | -2.0% | -13.6% | -15.2% |
| 3M | -9.7% | +28.0% | -37.6% | -15.1% |
| 6M | -8.7% | +1.2% | -9.9% | -9.4% |
| YTD | -5.8% | +1.6% | -7.4% | -6.7% |
| 1Y | -24.5% | +38.2% | -62.7% | -30.2% |
| 3Y | +173.9% | -5.4% | +179.3% | +172.0% |
| All | +219.1% | +21.2% | +197.9% | +178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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