+301.8%
RCL vs TRI
-0.1%
+301.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | +0.6% | -7.2% | +7.8% | +2.6% |
| 30D | +19.4% | +4.4% | +15.0% | +17.3% |
| 3M | +9.8% | +4.5% | +5.3% | +7.1% |
| 6M | +28.6% | +23.7% | +4.9% | +16.4% |
| YTD | +22.2% | -14.4% | +36.5% | +31.3% |
| 1Y | +29.7% | -17.4% | +47.1% | +42.6% |
| 3Y | +265.3% | -11.0% | +276.3% | +250.3% |
| 5Y | +301.8% | +0.7% | +301.1% | +209.5% |
| All | +301.8% | -0.1% | +301.9% | +209.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling