+379.0%
RCL vs TRMB
+105.8%
+273.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.2% |
| 7D | +5.0% | -17.0% | +21.9% | +17.0% |
| 30D | +19.4% | -9.0% | +28.4% | +24.2% |
| 3M | +5.9% | -8.1% | +14.0% | +8.5% |
| 6M | +23.8% | -10.1% | +33.9% | +27.8% |
| YTD | +22.8% | -30.2% | +53.0% | +52.0% |
| 1Y | +34.3% | -30.7% | +65.0% | +66.6% |
| 3Y | +276.4% | +32.6% | +243.8% | +173.5% |
| 5Y | +281.6% | -38.1% | +319.7% | +395.6% |
| 10Y | +379.0% | +98.9% | +280.1% | +171.3% |
| All | +379.0% | +105.8% | +273.2% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling