+226.6%
RCL vs SU
+341.5%
-114.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.5% | +1.7% | -4.1% | -2.9% |
| 30D | -15.7% | +9.6% | -25.3% | -17.8% |
| 3M | -3.6% | +11.7% | -15.3% | -7.0% |
| 6M | -8.7% | +21.9% | -30.6% | -15.9% |
| YTD | -6.2% | +58.6% | -64.8% | -21.9% |
| 1Y | -22.9% | +66.5% | -89.4% | -37.1% |
| 3Y | +173.6% | +121.4% | +52.2% | +95.0% |
| 5Y | +226.6% | +355.7% | -129.2% | +77.5% |
| All | +226.6% | +341.5% | -114.9% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling