+379.0%
RCL vs RGEN
+508.6%
-129.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | -0.1% | +2.3% |
| 7D | +5.0% | +3.5% | +1.5% | +4.1% |
| 30D | +19.4% | +2.9% | +16.5% | +18.4% |
| 3M | +5.9% | +9.2% | -3.2% | +2.9% |
| 6M | +23.8% | +44.9% | -21.1% | +11.6% |
| YTD | +22.8% | +9.2% | +13.6% | +17.8% |
| 1Y | +34.3% | +25.3% | +9.0% | +24.8% |
| 3Y | +276.4% | +21.7% | +254.7% | +238.1% |
| 5Y | +281.6% | -34.5% | +316.1% | +266.7% |
| 10Y | +379.0% | +478.9% | -99.9% | +181.0% |
| All | +379.0% | +508.6% | -129.6% | +181.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling