+331.2%
RCL vs TEL
+301.8%
+29.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.5% | -2.3% | -0.2% | -0.3% |
| 30D | -15.7% | -6.1% | -9.6% | -11.0% |
| 3M | -3.6% | +1.7% | -5.3% | -6.5% |
| 6M | -8.7% | +1.6% | -10.3% | -12.2% |
| YTD | -6.2% | -9.1% | +2.9% | -1.3% |
| 1Y | -22.9% | -1.7% | -21.2% | -26.3% |
| 3Y | +173.6% | +67.3% | +106.3% | +42.2% |
| 5Y | +226.6% | +52.1% | +174.5% | +88.9% |
| All | +331.2% | +301.8% | +29.4% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 10y: compounded portfolio wealth divided by compounded TEL 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…
10y analysis · Full analysis span regression · 6 months rolling