+684.9%
RCL vs TEL
+723.0%
-38.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.2% |
| 7D | -5.1% | +3.0% | -8.0% | -7.8% |
| 30D | -19.0% | -3.9% | -15.1% | -16.6% |
| 3M | -9.6% | -5.1% | -4.5% | -6.2% |
| 6M | -6.7% | +0.6% | -7.3% | -8.9% |
| YTD | -3.9% | -7.3% | +3.4% | -0.7% |
| 1Y | -25.1% | +1.1% | -26.2% | -29.4% |
| 3Y | +179.1% | +63.7% | +115.4% | +64.4% |
| 5Y | +243.3% | +50.7% | +192.6% | +121.6% |
| 10Y | +325.8% | +290.2% | +35.6% | +25.4% |
| All | +684.9% | +723.0% | -38.1% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling