+173.5%
RCL vs SIRI
-24.2%
+197.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.6% |
| 7D | -2.2% | -3.9% | +1.7% | -1.4% |
| 30D | -15.7% | -0.8% | -14.8% | -15.6% |
| 3M | -8.0% | +4.3% | -12.3% | -8.8% |
| 6M | -10.1% | +34.1% | -44.2% | -15.5% |
| YTD | -5.9% | +47.3% | -53.2% | -13.6% |
| 1Y | -23.5% | +22.9% | -46.4% | -27.2% |
| All | +173.5% | -24.2% | +197.7% | +169.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling