+227.1%
RCL vs TGT
-25.2%
+252.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.5% |
| 7D | -2.2% | -3.6% | +1.4% | -0.7% |
| 30D | -15.7% | +4.4% | -20.1% | -17.3% |
| 3M | -8.0% | +25.4% | -33.3% | -16.4% |
| 6M | -10.1% | +33.4% | -43.5% | -20.5% |
| YTD | -5.9% | +65.6% | -71.5% | -24.2% |
| 1Y | -23.5% | +80.3% | -103.8% | -40.6% |
| 3Y | +174.4% | +42.1% | +132.2% | +119.3% |
| 5Y | +227.1% | -25.0% | +252.1% | +214.9% |
| All | +227.1% | -25.2% | +252.3% | +214.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling