+911.8%
RCL vs TEL
+759.0%
+152.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.3% |
| 7D | +8.5% | -0.9% | +9.4% | +9.1% |
| 30D | +20.4% | -0.2% | +20.6% | +20.2% |
| 3M | +11.0% | +2.0% | +9.0% | +7.4% |
| 6M | +24.9% | +6.4% | +18.4% | +15.4% |
| YTD | +23.9% | -3.2% | +27.1% | +22.1% |
| 1Y | +30.8% | -11.2% | +42.0% | +38.2% |
| 3Y | +270.4% | +79.8% | +190.6% | +98.7% |
| 5Y | +296.1% | +46.6% | +249.6% | +160.8% |
| 10Y | +375.0% | +288.1% | +86.9% | +39.1% |
| All | +911.8% | +759.0% | +152.9% | +36.6% |
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 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