+331.9%
RCL vs SPMO
+460.5%
-128.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +2.0% |
| 7D | -1.2% | +6.3% | -7.5% | -7.6% |
| 30D | +17.8% | -8.9% | +26.7% | +28.3% |
| 3M | +4.9% | -13.2% | +18.2% | +19.8% |
| 6M | +23.7% | -9.3% | +33.0% | +31.3% |
| YTD | +17.8% | +11.6% | +6.3% | -1.0% |
| 1Y | +28.9% | +13.4% | +15.5% | +6.1% |
| 3Y | +241.9% | +122.9% | +119.0% | +32.8% |
| 5Y | +295.4% | +113.9% | +181.5% | +64.2% |
| All | +331.9% | +460.5% | -128.6% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling