+5,669.9%
RCL vs TECH
+9,882.8%
-4,212.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +6.5% | +0.2% | +6.3% | +6.5% |
| 30D | +15.9% | +0.3% | +15.5% | +15.8% |
| 3M | +2.7% | +1.3% | +1.3% | +2.3% |
| 6M | +15.2% | +54.0% | -38.7% | +2.5% |
| YTD | +19.2% | +24.3% | -5.1% | +10.5% |
| 1Y | +31.6% | +25.8% | +5.8% | +21.4% |
| 3Y | +274.2% | +26.0% | +248.2% | +234.6% |
| 5Y | +250.1% | -40.1% | +290.2% | +275.6% |
| 10Y | +388.4% | +210.6% | +177.8% | +256.6% |
| All | +5,669.9% | +9,882.8% | -4,212.9% | +2,680.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling