+220.4%
RCL vs TPG
+74.1%
+146.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.5% |
| 7D | -1.9% | -9.4% | +7.5% | +3.5% |
| 30D | -15.5% | -5.3% | -10.3% | -13.4% |
| 3M | -9.7% | +12.9% | -22.6% | -16.8% |
| 6M | -8.7% | +20.1% | -28.8% | -19.3% |
| YTD | -5.8% | -22.5% | +16.7% | +6.0% |
| 1Y | -24.5% | -19.7% | -4.8% | -17.5% |
| 3Y | +173.9% | +81.2% | +92.7% | +72.4% |
| All | +220.4% | +74.1% | +146.3% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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