+32.0%
RCL vs RRC
+44.7%
-12.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +5.6% |
| 7D | +11.7% | -6.8% | +18.4% | +10.2% |
| 30D | +21.1% | +34.7% | -13.6% | +31.5% |
| 3M | +2.9% | +31.5% | -28.6% | +11.4% |
| 6M | +29.8% | +21.8% | +8.1% | +38.4% |
| YTD | +21.4% | +48.9% | -27.4% | +31.3% |
| 1Y | +32.0% | +42.1% | -10.1% | +43.4% |
| All | +32.0% | +44.7% | -12.6% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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