+238.8%
RCL vs TD
+123.5%
+115.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | +0.6% |
| 7D | -0.5% | +0.9% | -1.3% | -1.3% |
| 30D | -17.3% | -0.7% | -16.7% | -17.1% |
| 3M | -2.8% | +6.3% | -9.0% | -9.0% |
| 6M | -4.4% | +27.9% | -32.3% | -25.2% |
| YTD | -4.2% | +29.8% | -34.0% | -26.1% |
| 1Y | -23.4% | +63.7% | -87.0% | -53.0% |
| 3Y | +179.4% | +128.3% | +51.1% | +18.4% |
| 5Y | +238.8% | +125.5% | +113.2% | +63.8% |
| All | +238.8% | +123.5% | +115.2% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling