+238.8%
RCL vs SMTC
+110.0%
+128.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.0% | -10.2% | -2.6% |
| 7D | -0.5% | +22.9% | -23.4% | -5.4% |
| 30D | -17.3% | +16.6% | -34.0% | -21.2% |
| 3M | -2.8% | +2.4% | -5.2% | -6.1% |
| 6M | -4.4% | +98.3% | -102.7% | -23.9% |
| YTD | -4.2% | +120.7% | -124.9% | -26.2% |
| 1Y | -23.4% | +168.3% | -191.6% | -44.9% |
| 3Y | +179.4% | +571.7% | -392.3% | +30.4% |
| 5Y | +238.8% | +114.0% | +124.8% | +181.8% |
| All | +238.8% | +110.0% | +128.7% | +181.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling