+259.4%
RCL vs TGT
+67.3%
+192.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.6% | +1.5% |
| 7D | +8.5% | +5.5% | +3.0% | +6.6% |
| 30D | +20.4% | +6.0% | +14.4% | +18.0% |
| 3M | +11.0% | +8.0% | +3.0% | +7.8% |
| 6M | +24.9% | +32.3% | -7.5% | +12.9% |
| YTD | +23.9% | +71.3% | -47.4% | +2.5% |
| 1Y | +30.8% | +86.8% | -56.0% | +5.0% |
| All | +259.4% | +67.3% | +192.2% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 3y: compounded portfolio wealth divided by compounded TGT 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…
3y analysis · Full analysis span regression · 6 months rolling