+245.3%
RCL vs SWKS
-44.4%
+289.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.2% |
| 7D | +3.9% | -9.2% | +13.1% | +8.2% |
| 30D | +11.8% | -1.9% | +13.7% | +12.3% |
| 3M | -0.8% | +21.2% | -22.1% | -11.9% |
| 6M | +23.6% | +12.9% | +10.7% | +9.9% |
| YTD | +17.6% | +30.7% | -13.1% | -4.9% |
| 1Y | +28.3% | +14.1% | +14.1% | +11.6% |
| 3Y | +261.4% | -1.7% | +263.1% | +200.9% |
| 5Y | +245.3% | -43.0% | +288.3% | +325.8% |
| All | +245.3% | -44.4% | +289.7% | +325.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling