+293.8%
RCL vs S
-70.0%
+363.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -6.3% | +2.3% | -2.3% |
| 7D | -0.2% | +4.1% | -4.3% | -1.3% |
| 30D | +14.4% | -7.2% | +21.5% | +16.0% |
| 3M | +5.2% | 0.0% | +5.2% | +3.3% |
| 6M | +26.1% | +41.6% | -15.5% | +11.2% |
| YTD | +17.4% | +48.6% | -31.2% | +0.6% |
| 1Y | +24.7% | +30.0% | -5.4% | +10.6% |
| 3Y | +250.9% | +42.2% | +208.8% | +190.8% |
| 5Y | +293.8% | -70.8% | +364.6% | +319.0% |
| All | +293.8% | -70.0% | +363.9% | +319.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling