+32.0%
RCL vs SYF
+4.2%
+27.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.5% |
| 7D | +11.7% | -0.4% | +12.1% | +12.1% |
| 30D | +21.1% | +4.4% | +16.7% | +17.6% |
| 3M | +2.9% | -4.7% | +7.6% | +6.3% |
| 6M | +29.8% | +1.9% | +27.9% | +26.9% |
| YTD | +21.4% | -8.9% | +30.4% | +25.0% |
| 1Y | +32.0% | +4.1% | +28.0% | +18.5% |
| All | +32.0% | +4.2% | +27.8% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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