+8.5%
RCL vs SOLS
+26.5%
-18.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -3.0% | -3.8% |
| 7D | -0.2% | +20.8% | -21.1% | -2.5% |
| 30D | +14.4% | +9.2% | +5.2% | +12.8% |
| 3M | +5.2% | +7.1% | -1.9% | +4.0% |
| 6M | +26.1% | -23.7% | +49.8% | +30.7% |
| YTD | +17.4% | +37.3% | -20.0% | +15.3% |
| 1Y | +24.7% | +42.2% | -17.5% | +21.3% |
| All | +8.5% | +26.5% | -18.0% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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