+29.7%
RCL vs S
+38.4%
-8.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +8.0% | -5.0% | +2.4% |
| 7D | +5.0% | +1.6% | +3.4% | +4.8% |
| 30D | +19.4% | -10.5% | +29.9% | +20.0% |
| 3M | +5.9% | +9.9% | -4.0% | +5.1% |
| 6M | +23.8% | +41.8% | -18.0% | +19.3% |
| YTD | +22.8% | +56.8% | -34.0% | +14.8% |
| All | +29.7% | +38.4% | -8.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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