+28.3%
RCL vs SW
+25.8%
+2.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.5% |
| 7D | +3.9% | +4.7% | -0.7% | +2.0% |
| 30D | +11.8% | +5.0% | +6.8% | +9.4% |
| 3M | -0.8% | -7.3% | +6.5% | +2.2% |
| 6M | +23.6% | +15.0% | +8.6% | +14.6% |
| YTD | +17.6% | +18.5% | -0.9% | +4.2% |
| 1Y | +28.3% | +27.1% | +1.1% | +8.4% |
| All | +28.3% | +25.8% | +2.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling