+173.9%
RCL vs SPXS
-79.6%
+253.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.9% | -0.9% |
| 7D | -1.9% | +2.5% | -4.4% | -0.6% |
| 30D | -15.5% | +4.2% | -19.7% | -13.5% |
| 3M | -9.7% | -9.3% | -0.3% | -13.4% |
| 6M | -8.7% | -30.7% | +22.0% | -22.0% |
| YTD | -5.8% | -28.1% | +22.3% | -17.1% |
| 1Y | -24.5% | -35.1% | +10.6% | -36.3% |
| 3Y | +173.9% | -79.6% | +253.5% | +54.5% |
| All | +173.9% | -79.6% | +253.5% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling