+238.8%
RCL vs RGEN
-42.7%
+281.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.8% | -0.4% |
| 7D | -0.5% | -0.9% | +0.4% | -0.2% |
| 30D | -17.3% | +2.8% | -20.2% | -18.2% |
| 3M | -2.8% | +34.5% | -37.2% | -11.4% |
| 6M | -4.4% | +40.5% | -44.8% | -14.3% |
| YTD | -4.2% | +2.8% | -7.0% | -6.6% |
| 1Y | -23.4% | +39.6% | -63.0% | -31.8% |
| 3Y | +179.4% | +4.4% | +175.0% | +155.8% |
| 5Y | +238.8% | -42.8% | +281.5% | +192.4% |
| All | +238.8% | -42.7% | +281.5% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling