+350.2%
RCL vs STZ
-14.3%
+364.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.6% | +5.4% | +3.3% |
| 7D | -0.5% | -7.4% | +6.9% | +4.3% |
| 30D | -17.3% | -10.9% | -6.5% | -11.5% |
| 3M | -2.8% | -13.4% | +10.7% | +5.7% |
| 6M | -4.4% | -16.2% | +11.8% | +4.9% |
| YTD | -4.2% | -10.4% | +6.3% | -1.0% |
| 1Y | -23.4% | -14.8% | -8.6% | -18.5% |
| 3Y | +179.4% | -50.1% | +229.5% | +310.2% |
| 5Y | +238.8% | -38.8% | +277.5% | +316.3% |
| 10Y | +350.2% | -14.1% | +364.3% | +394.3% |
| All | +350.2% | -14.3% | +364.5% | +394.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling