+5,601.3%
RCL vs TGT
+5,320.8%
+280.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | -1.2% | +2.6% | -3.8% | -2.4% |
| 30D | +17.8% | +4.7% | +13.2% | +15.4% |
| 3M | +4.9% | +4.6% | +0.4% | +2.5% |
| 6M | +23.7% | +34.9% | -11.1% | +7.2% |
| YTD | +17.8% | +70.9% | -53.1% | -8.8% |
| 1Y | +28.9% | +84.4% | -55.4% | -3.7% |
| 3Y | +241.9% | +69.1% | +172.8% | +151.1% |
| 5Y | +295.4% | -26.9% | +322.3% | +313.4% |
| 10Y | +344.1% | +207.6% | +136.5% | +116.1% |
| All | +5,601.3% | +5,320.8% | +280.6% | +993.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling