+2,913.9%
RCL vs SPXU
-100.0%
+3,013.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.9% | +2.5% | -3.6% |
| 7D | +0.6% | +1.5% | -0.9% | +2.1% |
| 30D | +19.4% | +6.4% | +13.1% | +25.0% |
| 3M | +9.8% | +4.2% | +5.5% | +14.1% |
| 6M | +28.6% | -7.8% | +36.4% | +27.0% |
| YTD | +22.2% | -27.5% | +49.7% | +8.4% |
| 1Y | +29.7% | -27.1% | +56.9% | +16.1% |
| 3Y | +265.3% | -80.8% | +346.1% | +84.4% |
| 5Y | +301.8% | -84.1% | +385.9% | +148.9% |
| 10Y | +360.5% | -99.5% | +460.0% | -20.9% |
| All | +2,913.9% | -100.0% | +3,013.9% | -38.6% |
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