+29.7%
RCL vs TD
+56.3%
-26.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +0.6% | -3.1% | +3.7% | +3.2% |
| 30D | +19.4% | +6.7% | +12.7% | +13.6% |
| 3M | +9.8% | +3.1% | +6.7% | +7.1% |
| 6M | +28.6% | +17.6% | +11.0% | +7.7% |
| YTD | +22.2% | +34.8% | -12.6% | -11.6% |
| 1Y | +29.7% | +55.6% | -25.9% | -10.4% |
| All | +29.7% | +56.3% | -26.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling