+238.8%
RCL vs TE
-41.1%
+279.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.0% | -10.3% | -1.3% |
| 7D | -0.5% | +18.2% | -18.7% | -2.3% |
| 30D | -17.3% | -13.5% | -3.8% | -16.3% |
| 3M | -2.8% | -44.6% | +41.8% | +2.0% |
| 6M | -4.4% | -24.7% | +20.3% | -5.5% |
| YTD | -4.2% | -24.3% | +20.1% | -7.0% |
| 1Y | -23.4% | +155.6% | -178.9% | -40.0% |
| 3Y | +179.4% | -18.3% | +197.6% | +144.8% |
| 5Y | +238.8% | -41.3% | +280.1% | +188.4% |
| All | +238.8% | -41.1% | +279.8% | +188.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling