+269.1%
RCL vs SWKS
-1.9%
+271.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.6% |
| 7D | +3.9% | -9.2% | +13.1% | +6.5% |
| 30D | +11.8% | -1.9% | +13.7% | +12.1% |
| 3M | -0.8% | +21.2% | -22.1% | -7.8% |
| 6M | +23.6% | +12.9% | +10.7% | +15.3% |
| YTD | +17.6% | +30.7% | -13.1% | +3.0% |
| 1Y | +28.3% | +14.1% | +14.1% | +18.0% |
| All | +269.1% | -1.9% | +271.0% | +231.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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