+4,549.4%
RCL vs SU
+374,107.1%
-369,557.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | -5.1% | +3.6% | -8.7% | -5.1% |
| 30D | -19.0% | +7.9% | -26.9% | -19.0% |
| 3M | -9.6% | +3.5% | -13.1% | -9.6% |
| 6M | -6.7% | +19.0% | -25.7% | -6.7% |
| YTD | -3.9% | +55.0% | -58.9% | -4.0% |
| 1Y | -25.1% | +71.2% | -96.3% | -25.2% |
| 3Y | +179.1% | +117.4% | +61.7% | +178.7% |
| 5Y | +243.3% | +335.2% | -91.8% | +242.5% |
| 10Y | +325.8% | +248.7% | +77.0% | +324.9% |
| All | +4,549.4% | +374,107.1% | -369,557.7% | +4,526.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling