+331.2%
RCL vs SIRI
-11.0%
+342.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.8% |
| 7D | -2.5% | -3.0% | +0.5% | -1.3% |
| 30D | -15.7% | +1.3% | -17.0% | -16.3% |
| 3M | -3.6% | +5.6% | -9.2% | -6.1% |
| 6M | -8.7% | +35.2% | -43.8% | -20.1% |
| YTD | -6.2% | +49.1% | -55.2% | -21.9% |
| 1Y | -22.9% | +26.8% | -49.6% | -31.7% |
| 3Y | +173.6% | -23.7% | +197.3% | +172.2% |
| 5Y | +226.6% | -41.8% | +268.4% | +229.3% |
| All | +331.2% | -11.0% | +342.2% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling