+292.2%
RCL vs STLA
-74.6%
+366.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.8% |
| 7D | -1.2% | -13.8% | +12.6% | +5.2% |
| 30D | +17.8% | -10.5% | +28.4% | +23.0% |
| 3M | +4.9% | -28.9% | +33.8% | +19.7% |
| 6M | +23.7% | -49.7% | +73.5% | +64.1% |
| YTD | +17.8% | -64.9% | +82.7% | +78.9% |
| 1Y | +28.9% | -64.0% | +93.0% | +91.8% |
| 3Y | +241.9% | -77.4% | +319.3% | +506.9% |
| All | +292.2% | -74.6% | +366.8% | +495.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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