+342.5%
RCL vs SPXU
-99.5%
+442.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -1.0% |
| 7D | -2.2% | +1.3% | -3.5% | -1.5% |
| 30D | -15.7% | +5.1% | -20.8% | -13.1% |
| 3M | -8.0% | -9.1% | +1.2% | -11.5% |
| 6M | -10.1% | -29.6% | +19.4% | -23.0% |
| YTD | -5.9% | -27.7% | +21.8% | -17.3% |
| 1Y | -23.5% | -37.0% | +13.5% | -37.0% |
| 3Y | +174.4% | -80.2% | +254.5% | +44.3% |
| 5Y | +227.1% | -86.0% | +313.2% | +90.7% |
| 10Y | +342.5% | -99.5% | +442.1% | -1.2% |
| All | +342.5% | -99.5% | +442.0% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling