+330.2%
RCL vs RGEN
+411.3%
-81.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.4% | -3.1% |
| 7D | -0.2% | -1.2% | +0.9% | 0.0% |
| 30D | +14.4% | -5.1% | +19.5% | +15.5% |
| 3M | +5.2% | +0.5% | +4.7% | +4.1% |
| 6M | +26.1% | +46.6% | -20.4% | +13.4% |
| YTD | +17.4% | +1.6% | +15.7% | +14.5% |
| 1Y | +24.7% | +5.4% | +19.3% | +20.6% |
| 3Y | +250.9% | +12.8% | +238.1% | +220.8% |
| 5Y | +293.8% | -35.6% | +329.4% | +281.5% |
| All | +330.2% | +411.3% | -81.1% | +164.0% |
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