+274.2%
RCL vs SWKS
-0.7%
+274.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.1% |
| 7D | +6.5% | -6.2% | +12.7% | +8.2% |
| 30D | +15.9% | -1.5% | +17.4% | +16.1% |
| 3M | +2.7% | +23.0% | -20.3% | -4.9% |
| 6M | +15.2% | +27.6% | -12.4% | +3.8% |
| YTD | +19.2% | +32.3% | -13.1% | +4.1% |
| 1Y | +31.6% | +20.1% | +11.5% | +18.9% |
| 3Y | +274.2% | +0.6% | +273.5% | +234.7% |
| All | +274.2% | -0.7% | +274.9% | +234.7% |
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