+32.0%
RCL vs ROIV
+97.8%
-65.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.1% | +0.3% | +5.0% |
| 7D | +11.7% | +3.0% | +8.7% | +10.9% |
| 30D | +21.1% | +6.8% | +14.3% | +19.2% |
| 3M | +2.9% | +10.5% | -7.6% | -0.2% |
| 6M | +29.8% | +34.8% | -5.0% | +16.9% |
| YTD | +21.4% | +76.2% | -54.8% | +0.3% |
| 1Y | +32.0% | +92.4% | -60.4% | +3.7% |
| All | +32.0% | +97.8% | -65.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling