+32.0%
RCL vs SYY
+8.7%
+23.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.8% | +2.6% | +5.4% |
| 7D | +11.7% | -6.3% | +18.0% | +13.2% |
| 30D | +21.1% | +0.7% | +20.4% | +20.8% |
| 3M | +2.9% | -6.4% | +9.3% | +4.3% |
| 6M | +29.8% | +7.6% | +22.2% | +27.3% |
| YTD | +21.4% | +7.4% | +14.0% | +16.6% |
| 1Y | +32.0% | +8.3% | +23.7% | +25.7% |
| All | +32.0% | +8.7% | +23.3% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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