+31.6%
RCL vs SE
-52.2%
+83.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | +6.5% | +2.0% | +4.5% | +6.2% |
| 30D | +15.9% | -20.0% | +35.9% | +19.9% |
| 3M | +2.7% | -31.8% | +34.4% | +8.8% |
| 6M | +15.2% | -15.9% | +31.1% | +16.7% |
| YTD | +19.2% | -40.6% | +59.9% | +20.4% |
| 1Y | +31.6% | -50.7% | +82.3% | +33.8% |
| All | +31.6% | -52.2% | +83.8% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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