+333.1%
RCL vs SPMO
+517.6%
-184.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | -0.1% |
| 7D | -1.9% | -0.9% | -1.0% | -0.9% |
| 30D | -15.5% | -1.9% | -13.6% | -14.0% |
| 3M | -9.7% | -1.4% | -8.3% | -10.6% |
| 6M | -8.7% | +25.5% | -34.2% | -31.3% |
| YTD | -5.8% | +24.8% | -30.6% | -28.5% |
| 1Y | -24.5% | +24.5% | -48.9% | -42.8% |
| 3Y | +173.9% | +157.1% | +16.8% | -6.7% |
| 5Y | +228.0% | +149.5% | +78.5% | +18.2% |
| All | +333.1% | +517.6% | -184.5% | -9.2% |
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