+350.2%
RCL vs TRMB
+114.9%
+235.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.6% |
| 7D | -0.5% | -0.3% | -0.2% | -0.3% |
| 30D | -17.3% | -1.2% | -16.1% | -16.9% |
| 3M | -2.8% | +9.6% | -12.4% | -10.2% |
| 6M | -4.4% | -16.1% | +11.7% | +7.4% |
| YTD | -4.2% | -25.0% | +20.8% | +16.3% |
| 1Y | -23.4% | -27.7% | +4.3% | -4.8% |
| 3Y | +179.4% | +15.3% | +164.1% | +132.4% |
| 5Y | +238.8% | -37.4% | +276.2% | +350.3% |
| 10Y | +350.2% | +117.5% | +232.7% | +155.1% |
| All | +350.2% | +114.9% | +235.3% | +155.1% |
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