+180.1%
RCL vs SPXU
-80.9%
+261.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.5% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | -19.0% | +0.8% | -19.8% | -18.5% |
| 3M | -9.6% | -4.7% | -4.9% | -10.5% |
| 6M | -6.7% | -29.6% | +22.9% | -19.6% |
| YTD | -3.9% | -29.9% | +26.0% | -16.7% |
| 1Y | -25.1% | -39.1% | +14.0% | -39.0% |
| All | +180.1% | -80.9% | +261.0% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling