+1,549.2%
RCL vs TRI
+561.6%
+987.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +3.8% |
| 7D | -5.1% | -0.5% | -4.6% | -5.1% |
| 30D | -19.0% | +7.9% | -26.9% | -24.3% |
| 3M | -9.6% | +24.1% | -33.6% | -26.3% |
| 6M | -6.7% | +3.8% | -10.5% | -16.7% |
| YTD | -3.9% | -16.9% | +12.9% | -1.5% |
| 1Y | -25.1% | -38.4% | +13.3% | -1.7% |
| 3Y | +179.1% | -12.2% | +191.3% | +159.8% |
| 5Y | +243.3% | -1.8% | +245.1% | +185.0% |
| 10Y | +325.8% | +207.6% | +118.2% | +30.3% |
| All | +1,549.2% | +561.6% | +987.6% | +129.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling