+274.2%
RCL vs STZ
-37.2%
+311.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.7% |
| 7D | +6.5% | +4.9% | +1.6% | +5.6% |
| 30D | +15.9% | +20.9% | -5.0% | +11.6% |
| 3M | +2.7% | +8.0% | -5.3% | +1.0% |
| 6M | +15.2% | -5.3% | +20.5% | +16.2% |
| YTD | +19.2% | +5.9% | +13.3% | +16.6% |
| 1Y | +31.6% | +14.2% | +17.4% | +26.4% |
| 3Y | +274.2% | -37.0% | +311.2% | +291.4% |
| All | +274.2% | -37.2% | +311.4% | +291.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling