+175.6%
RCL vs ROIV
+200.3%
-24.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -5.1% | +0.6% | -5.7% | -5.2% |
| 30D | -19.0% | +1.0% | -20.0% | -19.3% |
| 3M | -9.6% | +18.3% | -27.9% | -14.0% |
| 6M | -6.7% | +18.3% | -25.0% | -11.6% |
| YTD | -3.9% | +61.0% | -64.9% | -16.5% |
| 1Y | -25.1% | +177.9% | -203.0% | -43.5% |
| All | +175.6% | +200.3% | -24.8% | +94.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling