+32.0%
RCL vs TE
-16.5%
+48.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +6.5% |
| 7D | +11.7% | +3.8% | +7.9% | +11.4% |
| 30D | +21.1% | -26.2% | +47.3% | +22.3% |
| 3M | +2.9% | -49.7% | +52.6% | +5.1% |
| 6M | +29.8% | -46.5% | +76.3% | +33.9% |
| YTD | +21.4% | -59.1% | +80.6% | +25.1% |
| 1Y | +32.0% | -25.8% | +57.8% | +34.0% |
| All | +32.0% | -16.5% | +48.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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