+331.2%
RCL vs SPXS
-99.5%
+430.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | +0.7% |
| 7D | -2.5% | +6.4% | -8.8% | +0.9% |
| 30D | -15.7% | +6.0% | -21.7% | -12.8% |
| 3M | -3.6% | -11.6% | +8.0% | -8.8% |
| 6M | -8.7% | -28.7% | +20.1% | -21.1% |
| YTD | -6.2% | -26.3% | +20.1% | -16.6% |
| 1Y | -22.9% | -34.9% | +12.1% | -35.3% |
| 3Y | +173.6% | -79.5% | +253.0% | +47.6% |
| 5Y | +226.6% | -85.9% | +312.5% | +92.1% |
| All | +331.2% | -99.5% | +430.7% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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