-25.1%
RCL vs ROIV
+177.7%
-202.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -5.1% | +0.6% | -5.7% | -5.3% |
| 30D | -19.0% | +1.0% | -20.0% | -19.3% |
| 3M | -9.6% | +18.3% | -27.9% | -14.5% |
| 6M | -6.7% | +18.3% | -25.0% | -12.4% |
| YTD | -3.9% | +61.0% | -64.9% | -17.6% |
| 1Y | -25.1% | +177.9% | -203.0% | -41.2% |
| All | -25.1% | +177.7% | -202.8% | -41.2% |
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