+301.8%
RCL vs TGT
-24.7%
+326.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -1.9% | -1.6% |
| 7D | +0.6% | +0.5% | +0.2% | +0.4% |
| 30D | +19.4% | +6.7% | +12.8% | +16.2% |
| 3M | +9.8% | +8.4% | +1.4% | +5.8% |
| 6M | +28.6% | +40.7% | -12.1% | +10.7% |
| YTD | +22.2% | +72.2% | -50.1% | -3.9% |
| 1Y | +29.7% | +86.2% | -56.4% | -1.3% |
| 3Y | +265.3% | +68.8% | +196.5% | +166.5% |
| 5Y | +301.8% | -25.2% | +327.0% | +294.3% |
| All | +301.8% | -24.7% | +326.5% | +294.3% |
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