+241.9%
RCL vs SUI
+18.2%
+223.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -1.2% | -1.5% | +0.3% | -0.7% |
| 30D | +17.8% | +3.7% | +14.1% | +16.3% |
| 3M | +4.9% | -0.4% | +5.3% | +4.8% |
| 6M | +23.7% | -2.8% | +26.5% | +24.1% |
| YTD | +17.8% | -1.6% | +19.4% | +17.8% |
| 1Y | +28.9% | -2.1% | +31.0% | +29.1% |
| 3Y | +241.9% | +18.5% | +223.4% | +210.0% |
| All | +241.9% | +18.2% | +223.7% | +210.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling