+261.1%
RCL vs RRC
+110.6%
+150.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.9% | +4.3% | +2.0% |
| 7D | +6.5% | -10.8% | +17.3% | +8.9% |
| 30D | +15.9% | +22.3% | -6.4% | +10.7% |
| 3M | +2.7% | +26.6% | -23.9% | -3.0% |
| 6M | +15.2% | +18.9% | -3.7% | +9.9% |
| YTD | +19.2% | +39.2% | -20.0% | +8.3% |
| 1Y | +31.6% | +34.0% | -2.4% | +20.3% |
| 3Y | +274.2% | +42.0% | +232.2% | +230.1% |
| All | +261.1% | +110.6% | +150.5% | +195.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling