+296.1%
RCL vs SPXS
-83.1%
+379.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +1.5% |
| 7D | +8.5% | +0.4% | +8.1% | +9.6% |
| 30D | +20.4% | +10.8% | +9.6% | +28.8% |
| 3M | +11.0% | +9.6% | +1.4% | +18.6% |
| 6M | +24.9% | -4.7% | +29.6% | +25.5% |
| YTD | +23.9% | -24.6% | +48.4% | +12.7% |
| 1Y | +30.8% | -24.6% | +55.4% | +19.7% |
| 3Y | +270.4% | -79.8% | +350.2% | +94.9% |
| 5Y | +296.1% | -83.3% | +379.4% | +146.2% |
| All | +296.1% | -83.1% | +379.2% | +146.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling