-25.1%
RCL vs SMTC
+154.8%
-179.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.2% | -9.4% | -1.2% |
| 7D | -5.1% | +12.7% | -17.8% | -6.5% |
| 30D | -19.0% | +22.0% | -41.0% | -21.5% |
| 3M | -9.6% | -12.7% | +3.1% | -8.1% |
| 6M | -6.7% | +64.8% | -71.5% | -17.7% |
| YTD | -3.9% | +100.7% | -104.6% | -17.2% |
| 1Y | -25.1% | +146.9% | -172.0% | -35.2% |
| All | -25.1% | +154.8% | -179.8% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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