+238.8%
RCL vs TECH
-41.8%
+280.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -0.5% | +0.2% | -0.6% | -0.5% |
| 30D | -17.3% | +0.1% | -17.5% | -17.4% |
| 3M | -2.8% | +37.5% | -40.3% | -13.7% |
| 6M | -4.4% | +34.6% | -39.0% | -16.2% |
| YTD | -4.2% | +23.5% | -27.7% | -13.9% |
| 1Y | -23.4% | +34.4% | -57.8% | -34.2% |
| 3Y | +179.4% | +2.3% | +177.1% | +152.2% |
| 5Y | +238.8% | -41.7% | +280.5% | +270.1% |
| All | +238.8% | -41.8% | +280.6% | +270.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TECH 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling