+238.8%
RCL vs SPXU
-86.0%
+324.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | +0.7% |
| 7D | -0.5% | -1.5% | +1.0% | -1.2% |
| 30D | -17.3% | +3.7% | -21.1% | -15.5% |
| 3M | -2.8% | -9.6% | +6.8% | -6.7% |
| 6M | -4.4% | -32.4% | +28.0% | -19.8% |
| YTD | -4.2% | -28.7% | +24.5% | -16.5% |
| 1Y | -23.4% | -38.2% | +14.8% | -37.6% |
| 3Y | +179.4% | -80.4% | +259.8% | +45.7% |
| 5Y | +238.8% | -86.0% | +324.8% | +99.3% |
| All | +238.8% | -86.0% | +324.8% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling