+350.2%
RCL vs TAP
-52.1%
+402.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +2.0% |
| 7D | -0.5% | -2.3% | +1.9% | +0.8% |
| 30D | -17.3% | -9.4% | -7.9% | -12.8% |
| 3M | -2.8% | -0.8% | -2.0% | -2.9% |
| 6M | -4.4% | -14.7% | +10.4% | +3.3% |
| YTD | -4.2% | -13.9% | +9.8% | +2.1% |
| 1Y | -23.4% | -18.6% | -4.7% | -16.1% |
| 3Y | +179.4% | -32.0% | +211.4% | +228.0% |
| 5Y | +238.8% | -1.0% | +239.7% | +198.8% |
| 10Y | +350.2% | -51.4% | +401.5% | +325.2% |
| All | +350.2% | -52.1% | +402.3% | +325.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling