+292.2%
RCL vs SBAC
-39.6%
+331.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | -1.2% | +0.6% | -1.8% | -1.3% |
| 30D | +17.8% | +5.5% | +12.4% | +16.6% |
| 3M | +4.9% | +3.1% | +1.9% | +4.1% |
| 6M | +23.7% | -7.0% | +30.7% | +24.9% |
| YTD | +17.8% | +0.5% | +17.3% | +16.4% |
| 1Y | +28.9% | +0.2% | +28.7% | +27.5% |
| 3Y | +241.9% | -7.4% | +249.2% | +234.0% |
| All | +292.2% | -39.6% | +331.8% | +341.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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