+29.7%
RCL vs TECK
+50.8%
-21.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.8% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | +19.4% | -5.7% | +25.2% | +21.3% |
| 3M | +9.8% | -3.6% | +13.4% | +10.3% |
| 6M | +28.6% | -2.2% | +30.9% | +28.1% |
| YTD | +22.2% | +33.6% | -11.4% | +10.6% |
| 1Y | +29.7% | +49.0% | -19.3% | +13.5% |
| All | +29.7% | +50.8% | -21.0% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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