+269.1%
RCL vs RF
+105.6%
+163.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.6% |
| 7D | +3.9% | -1.6% | +5.6% | +5.2% |
| 30D | +11.8% | +5.0% | +6.7% | +8.1% |
| 3M | -0.8% | -10.0% | +9.1% | +6.6% |
| 6M | +23.6% | +3.3% | +20.3% | +20.2% |
| YTD | +17.6% | +7.9% | +9.7% | +10.4% |
| 1Y | +28.3% | +21.2% | +7.0% | +11.1% |
| All | +269.1% | +105.6% | +163.6% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 3y: compounded portfolio wealth divided by compounded RF 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…
3y analysis · Full analysis span regression · 6 months rolling