+238.8%
RCL vs TCOM
+26.3%
+212.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | -0.5% | -7.6% | +7.2% | +1.8% |
| 30D | -17.3% | -12.2% | -5.1% | -14.2% |
| 3M | -2.8% | -14.2% | +11.5% | +1.0% |
| 6M | -4.4% | -25.0% | +20.6% | +3.6% |
| YTD | -4.2% | -43.7% | +39.5% | +12.2% |
| 1Y | -23.4% | -44.5% | +21.2% | -9.9% |
| 3Y | +179.4% | +13.4% | +166.0% | +148.9% |
| 5Y | +238.8% | +26.5% | +212.3% | +168.3% |
| All | +238.8% | +26.3% | +212.4% | +168.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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