+360.5%
RCL vs SUI
+120.9%
+239.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.9% |
| 7D | +0.6% | -2.4% | +3.1% | +1.9% |
| 30D | +19.4% | +3.3% | +16.1% | +17.0% |
| 3M | +9.8% | +0.7% | +9.1% | +8.8% |
| 6M | +28.6% | -4.1% | +32.8% | +30.2% |
| YTD | +22.2% | -1.8% | +24.0% | +22.0% |
| 1Y | +29.7% | -4.1% | +33.8% | +31.3% |
| 3Y | +265.3% | +17.4% | +247.9% | +217.0% |
| 5Y | +301.8% | -27.0% | +328.8% | +361.1% |
| 10Y | +360.5% | +121.2% | +239.3% | +277.3% |
| All | +360.5% | +120.9% | +239.6% | +277.3% |
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