+5,811.4%
RCL vs SMTC
+57,143.4%
-51,332.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +10.3% | -11.7% | -3.6% |
| 7D | +0.6% | +12.9% | -12.2% | -2.8% |
| 30D | +19.4% | -25.6% | +45.0% | +24.9% |
| 3M | +9.8% | -4.5% | +14.3% | +6.9% |
| 6M | +28.6% | -8.3% | +36.9% | +23.2% |
| YTD | +22.2% | +69.9% | -47.8% | +0.5% |
| 1Y | +29.7% | +73.9% | -44.2% | +5.6% |
| 3Y | +265.3% | +757.7% | -492.4% | +88.1% |
| 5Y | +301.8% | +38.7% | +263.0% | +200.2% |
| 10Y | +360.5% | +376.1% | -15.6% | +164.3% |
| All | +5,811.4% | +57,143.4% | -51,332.1% | +2,637.9% |
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