+227.1%
RCL vs TRMB
-39.0%
+266.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -0.3% |
| 7D | -2.2% | -2.9% | +0.7% | -0.4% |
| 30D | -15.7% | -1.8% | -13.9% | -15.0% |
| 3M | -8.0% | +8.4% | -16.4% | -13.3% |
| 6M | -10.1% | -18.5% | +8.4% | +1.5% |
| YTD | -5.9% | -26.7% | +20.9% | +13.4% |
| 1Y | -23.5% | -28.3% | +4.8% | -6.7% |
| 3Y | +174.4% | +12.6% | +161.8% | +142.3% |
| 5Y | +227.1% | -38.7% | +265.8% | +295.3% |
| All | +227.1% | -39.0% | +266.1% | +295.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling