-24.5%
RCL vs TRI
-40.4%
+15.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | -1.9% | -7.9% | +6.0% | -1.3% |
| 30D | -15.5% | -4.5% | -11.0% | -15.3% |
| 3M | -9.7% | +22.1% | -31.8% | -11.2% |
| 6M | -8.7% | -2.8% | -6.0% | -7.7% |
| YTD | -5.8% | -23.4% | +17.7% | +4.1% |
| 1Y | -24.5% | -41.5% | +17.1% | -10.2% |
| All | -24.5% | -40.4% | +15.9% | -10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling