+4,549.4%
RCL vs SMTC
+67,506.9%
-62,957.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.2% | -9.4% | -2.2% |
| 7D | -5.1% | +12.7% | -17.8% | -7.7% |
| 30D | -19.0% | +22.0% | -41.0% | -23.4% |
| 3M | -9.6% | -12.7% | +3.1% | -9.5% |
| 6M | -6.7% | +64.8% | -71.5% | -20.2% |
| YTD | -3.9% | +100.7% | -104.6% | -21.7% |
| 1Y | -25.1% | +146.9% | -172.0% | -42.4% |
| 3Y | +179.1% | +456.8% | -277.7% | +60.9% |
| 5Y | +243.3% | +89.2% | +154.1% | +146.0% |
| 10Y | +325.8% | +426.9% | -101.1% | +144.9% |
| All | +4,549.4% | +67,506.9% | -62,957.5% | +2,033.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling