+2,270.5%
RCL vs SPXU
-100.0%
+2,370.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | +0.6% |
| 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% | -10.6% |
| 6M | -6.7% | -29.6% | +22.9% | -20.3% |
| YTD | -3.9% | -29.9% | +26.0% | -17.4% |
| 1Y | -25.1% | -39.1% | +14.0% | -39.9% |
| 3Y | +179.1% | -80.0% | +259.1% | +44.4% |
| 5Y | +243.3% | -86.0% | +329.4% | +96.1% |
| 10Y | +325.8% | -99.5% | +425.3% | -28.9% |
| All | +2,270.5% | -100.0% | +2,370.5% | -53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling