+227.1%
RCL vs TEL
+50.8%
+176.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.2% | +1.2% | -3.4% | -3.3% |
| 30D | -15.7% | -4.1% | -11.6% | -13.2% |
| 3M | -8.0% | -2.6% | -5.4% | -6.9% |
| 6M | -10.1% | 0.0% | -10.1% | -11.7% |
| YTD | -5.9% | -9.1% | +3.2% | -1.4% |
| 1Y | -23.5% | -0.8% | -22.7% | -26.9% |
| 3Y | +174.4% | +67.4% | +107.0% | +52.0% |
| 5Y | +227.1% | +51.8% | +175.4% | +97.6% |
| All | +227.1% | +50.8% | +176.3% | +97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling