+331.9%
RCL vs TRI
+225.2%
+106.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | -2.9% | +1.7% | +0.1% |
| 30D | +17.8% | +3.7% | +14.1% | +14.7% |
| 3M | +4.9% | +3.7% | +1.2% | +0.9% |
| 6M | +23.7% | +35.1% | -11.4% | -0.3% |
| YTD | +17.8% | -14.0% | +31.8% | +22.0% |
| 1Y | +28.9% | -19.0% | +47.9% | +39.6% |
| 3Y | +241.9% | -12.0% | +253.9% | +227.3% |
| 5Y | +295.4% | +0.6% | +294.8% | +230.8% |
| All | +331.9% | +225.2% | +106.7% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling