+1,922.3%
RCL vs TRI
+584.3%
+1,338.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | -2.9% | +1.7% | +0.7% |
| 30D | +17.8% | +3.7% | +14.1% | +13.0% |
| 3M | +4.9% | +3.7% | +1.2% | -1.5% |
| 6M | +23.7% | +35.1% | -11.4% | -10.1% |
| YTD | +17.8% | -14.0% | +31.8% | +14.7% |
| 1Y | +28.9% | -19.0% | +47.9% | +32.0% |
| 3Y | +241.9% | -12.0% | +253.9% | +211.0% |
| 5Y | +295.4% | +0.6% | +294.8% | +216.3% |
| 10Y | +344.1% | +225.4% | +118.7% | +26.8% |
| All | +1,922.3% | +584.3% | +1,338.0% | +167.2% |
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 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