+281.6%
RCL vs SUI
-26.2%
+307.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +5.0% | +3.0% | +1.9% | +3.6% |
| 30D | +19.4% | +5.6% | +13.8% | +16.1% |
| 3M | +5.9% | +0.9% | +5.0% | +5.1% |
| 6M | +23.8% | -2.6% | +26.4% | +24.3% |
| YTD | +22.8% | -0.1% | +22.9% | +21.8% |
| 1Y | +34.3% | -1.4% | +35.7% | +34.0% |
| 3Y | +276.4% | +19.8% | +256.7% | +225.0% |
| 5Y | +281.6% | -25.8% | +307.3% | +361.9% |
| All | +281.6% | -26.2% | +307.8% | +361.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling