+331.9%
RCL vs SUI
+123.0%
+208.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | -1.2% | -1.5% | +0.3% | -0.4% |
| 30D | +17.8% | +3.7% | +14.1% | +15.2% |
| 3M | +4.9% | -0.4% | +5.3% | +4.6% |
| 6M | +23.7% | -2.8% | +26.5% | +24.3% |
| YTD | +17.8% | -1.6% | +19.4% | +17.6% |
| 1Y | +28.9% | -2.1% | +31.0% | +29.0% |
| 3Y | +241.9% | +18.5% | +223.4% | +195.1% |
| 5Y | +295.4% | -26.5% | +321.9% | +352.1% |
| All | +331.9% | +123.0% | +208.9% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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