+261.1%
RCL vs SYF
+65.2%
+196.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +6.5% | -2.1% | +8.6% | +8.2% |
| 30D | +15.9% | +2.5% | +13.4% | +13.9% |
| 3M | +2.7% | -6.3% | +8.9% | +7.3% |
| 6M | +15.2% | -1.5% | +16.7% | +15.7% |
| YTD | +19.2% | -10.5% | +29.7% | +27.3% |
| 1Y | +31.6% | +1.5% | +30.1% | +28.8% |
| 3Y | +274.2% | +163.3% | +110.9% | +73.6% |
| All | +261.1% | +65.2% | +196.0% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling