+234.8%
RCL vs SUI
-32.0%
+266.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -5.1% | -2.8% | -2.3% | -3.8% |
| 30D | -19.0% | -1.2% | -17.8% | -18.6% |
| 3M | -9.6% | -1.7% | -7.8% | -9.2% |
| 6M | -6.7% | -10.5% | +3.8% | -2.1% |
| YTD | -3.9% | -1.8% | -2.1% | -3.6% |
| 1Y | -25.1% | -4.1% | -21.0% | -24.0% |
| 3Y | +179.1% | +11.3% | +167.9% | +153.2% |
| All | +234.8% | -32.0% | +266.8% | +295.4% |
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