+32.0%
RCL vs SPXU
-30.4%
+62.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.9% | +11.3% | +3.6% |
| 7D | +11.7% | +2.2% | +9.5% | +13.2% |
| 30D | +21.1% | +3.8% | +17.4% | +24.3% |
| 3M | +2.9% | +3.3% | -0.4% | +5.9% |
| 6M | +29.8% | -16.7% | +46.5% | +19.8% |
| YTD | +21.4% | -28.6% | +50.1% | +4.3% |
| 1Y | +32.0% | -30.6% | +62.6% | +13.0% |
| All | +32.0% | -30.4% | +62.4% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling