+1,996.8%
RCL vs TRI
+581.4%
+1,415.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.6% |
| 7D | +0.6% | -7.2% | +7.8% | +5.6% |
| 30D | +19.4% | +4.4% | +15.0% | +14.0% |
| 3M | +9.8% | +4.5% | +5.3% | +2.4% |
| 6M | +28.6% | +23.7% | +4.9% | -0.2% |
| YTD | +22.2% | -14.4% | +36.5% | +19.3% |
| 1Y | +29.7% | -17.4% | +47.1% | +30.5% |
| 3Y | +265.3% | -11.0% | +276.3% | +229.0% |
| 5Y | +301.8% | +0.7% | +301.1% | +221.0% |
| 10Y | +360.5% | +224.0% | +136.4% | +31.9% |
| All | +1,996.8% | +581.4% | +1,415.5% | +177.9% |
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 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