+5,811.4%
RCL vs SYY
+2,632.5%
+3,178.8%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.8% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +19.4% | -2.2% | +21.7% | +20.8% |
| 3M | +9.8% | -8.0% | +17.8% | +15.5% |
| 6M | +28.6% | +7.5% | +21.2% | +20.9% |
| YTD | +22.2% | +7.4% | +14.7% | +12.1% |
| 1Y | +29.7% | +4.9% | +24.8% | +21.2% |
| 3Y | +265.3% | +24.1% | +241.2% | +193.7% |
| 5Y | +301.8% | +13.4% | +288.4% | +252.3% |
| 10Y | +360.5% | +87.5% | +272.9% | +216.8% |
| All | +5,811.4% | +2,632.5% | +3,178.8% | +1,734.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling