+331.9%
RCL vs SYY
+88.7%
+243.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.6% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | +17.8% | -4.8% | +22.6% | +22.4% |
| 3M | +4.9% | -7.1% | +12.0% | +11.0% |
| 6M | +23.7% | +6.8% | +16.9% | +14.4% |
| YTD | +17.8% | +7.7% | +10.2% | +3.9% |
| 1Y | +28.9% | +5.7% | +23.2% | +15.9% |
| 3Y | +241.9% | +24.6% | +217.3% | +147.0% |
| 5Y | +295.4% | +15.6% | +279.8% | +211.9% |
| All | +331.9% | +88.7% | +243.2% | +172.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling