+292.2%
RCL vs STT
+104.1%
+188.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -1.2% | +4.8% | -6.0% | -4.4% |
| 30D | +17.8% | +3.9% | +13.9% | +14.7% |
| 3M | +4.9% | -8.2% | +13.1% | +11.2% |
| 6M | +23.7% | +15.6% | +8.1% | +10.2% |
| YTD | +17.8% | +37.6% | -19.8% | -7.9% |
| 1Y | +28.9% | +50.1% | -21.2% | -5.4% |
| 3Y | +241.9% | +183.1% | +58.8% | +57.3% |
| All | +292.2% | +104.1% | +188.1% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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