+245.3%
RCL vs SUI
-25.7%
+271.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | +3.9% | +8.8% | -4.8% | +0.1% |
| 30D | +11.8% | +8.9% | +2.8% | +7.1% |
| 3M | -0.8% | +2.0% | -2.9% | -2.1% |
| 6M | +23.6% | -0.6% | +24.3% | +23.0% |
| YTD | +17.6% | +1.3% | +16.3% | +15.9% |
| 1Y | +28.3% | +1.3% | +27.0% | +26.4% |
| 3Y | +261.4% | +16.3% | +245.2% | +218.6% |
| 5Y | +245.3% | -25.1% | +270.4% | +318.8% |
| All | +245.3% | -25.7% | +271.0% | +318.8% |
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