+3,458.1%
RCL vs SIRI
-8.5%
+3,466.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | -1.2% | -1.7% | +0.5% | -1.0% |
| 30D | +17.8% | +21.1% | -3.3% | +15.2% |
| 3M | +4.9% | +14.7% | -9.8% | +3.2% |
| 6M | +23.7% | +22.9% | +0.8% | +20.6% |
| YTD | +17.8% | +65.7% | -47.9% | +10.4% |
| 1Y | +28.9% | +53.5% | -24.5% | +21.9% |
| 3Y | +241.9% | -23.0% | +264.9% | +244.0% |
| 5Y | +295.4% | -41.5% | +336.9% | +304.2% |
| 10Y | +344.1% | -7.4% | +351.6% | +340.1% |
| All | +3,458.1% | -8.5% | +3,466.6% | +2,540.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling