+333.1%
RCL vs SU
+267.2%
+65.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | -1.9% | +2.2% | -4.1% | -3.2% |
| 30D | -15.5% | +8.4% | -24.0% | -19.6% |
| 3M | -9.7% | +12.1% | -21.8% | -16.7% |
| 6M | -8.7% | +19.7% | -28.4% | -21.3% |
| YTD | -5.8% | +58.4% | -64.2% | -32.1% |
| 1Y | -24.5% | +67.2% | -91.7% | -47.6% |
| 3Y | +173.9% | +125.0% | +48.9% | +48.6% |
| 5Y | +228.0% | +355.1% | -127.1% | -2.7% |
| All | +333.1% | +267.2% | +65.8% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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