+4,549.4%
RCL vs SWKS
+9,769.6%
-5,220.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.7% | -0.8% |
| 7D | -5.1% | +12.5% | -17.6% | -7.4% |
| 30D | -19.0% | +10.5% | -29.5% | -20.7% |
| 3M | -9.6% | -7.4% | -2.2% | -8.5% |
| 6M | -6.7% | +32.7% | -39.4% | -13.1% |
| YTD | -3.9% | +19.2% | -23.1% | -8.8% |
| 1Y | -25.1% | +2.4% | -27.5% | -26.9% |
| 3Y | +179.1% | -25.6% | +204.7% | +185.1% |
| 5Y | +243.3% | -53.4% | +296.7% | +285.7% |
| 10Y | +325.8% | +23.2% | +302.6% | +300.8% |
| All | +4,549.4% | +9,769.6% | -5,220.2% | +2,212.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling