+238.8%
RCL vs SYY
+18.1%
+220.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.5% | -2.8% | +2.3% | +1.4% |
| 30D | -17.3% | -5.3% | -12.1% | -14.3% |
| 3M | -2.8% | +5.1% | -7.8% | -6.3% |
| 6M | -4.4% | -5.0% | +0.6% | -2.6% |
| YTD | -4.2% | +10.7% | -14.9% | -14.2% |
| 1Y | -23.4% | +0.7% | -24.0% | -25.9% |
| 3Y | +179.4% | +24.0% | +155.3% | +110.8% |
| 5Y | +238.8% | +19.3% | +219.5% | +166.7% |
| All | +238.8% | +18.1% | +220.7% | +166.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling