+2,946.4%
RCL vs TD
+7,879.0%
-4,932.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +1.0% |
| 7D | -5.1% | +0.3% | -5.4% | -5.4% |
| 30D | -19.0% | +0.4% | -19.4% | -19.5% |
| 3M | -9.6% | +7.6% | -17.2% | -15.5% |
| 6M | -6.7% | +25.0% | -31.7% | -23.1% |
| YTD | -3.9% | +31.0% | -34.9% | -23.9% |
| 1Y | -25.1% | +65.2% | -90.3% | -51.5% |
| 3Y | +179.1% | +122.5% | +56.6% | +37.8% |
| 5Y | +243.3% | +124.8% | +118.5% | +72.7% |
| 10Y | +325.8% | +298.2% | +27.5% | +53.6% |
| All | +2,946.4% | +7,879.0% | -4,932.6% | +240.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling