+5,843.1%
RCL vs RIO
+4,291.8%
+1,551.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.2% | -0.2% | +1.6% |
| 7D | +5.0% | +4.4% | +0.5% | +3.0% |
| 30D | +19.4% | -8.9% | +28.2% | +24.5% |
| 3M | +5.9% | -12.7% | +18.6% | +12.2% |
| 6M | +23.8% | -16.2% | +40.0% | +33.1% |
| YTD | +22.8% | +13.4% | +9.4% | +14.6% |
| 1Y | +34.3% | +30.9% | +3.4% | +17.5% |
| 3Y | +276.4% | +60.2% | +216.3% | +194.2% |
| 5Y | +281.6% | +98.9% | +182.7% | +165.9% |
| 10Y | +379.0% | +381.4% | -2.4% | +129.8% |
| All | +5,843.1% | +4,291.8% | +1,551.4% | +1,011.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 all: compounded portfolio wealth divided by compounded RIO 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…
all analysis · Full analysis span regression · 6 months rolling