+366.9%
RCL vs SPXU
-99.5%
+466.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +1.5% |
| 7D | +8.5% | +0.5% | +8.0% | +9.7% |
| 30D | +20.4% | +10.9% | +9.5% | +28.9% |
| 3M | +11.0% | +9.6% | +1.4% | +18.6% |
| 6M | +24.9% | -4.7% | +29.5% | +25.6% |
| YTD | +23.9% | -24.6% | +48.5% | +12.7% |
| 1Y | +30.8% | -24.7% | +55.6% | +19.6% |
| 3Y | +270.4% | -80.0% | +350.4% | +94.9% |
| 5Y | +296.1% | -83.5% | +379.6% | +154.0% |
| All | +366.9% | -99.5% | +466.4% | -0.8% |
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