+227.1%
RCL vs TNA
-22.1%
+249.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.4% | 0.0% |
| 7D | -2.2% | -3.6% | +1.4% | -0.7% |
| 30D | -15.7% | -10.1% | -5.6% | -11.9% |
| 3M | -8.0% | +2.7% | -10.7% | -9.5% |
| 6M | -10.1% | +38.4% | -48.5% | -23.0% |
| YTD | -5.9% | +45.4% | -51.3% | -21.8% |
| 1Y | -23.5% | +55.9% | -79.4% | -39.4% |
| 3Y | +174.4% | +109.8% | +64.6% | +64.0% |
| 5Y | +227.1% | -22.5% | +249.7% | +179.6% |
| All | +227.1% | -22.1% | +249.3% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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