+227.5%
RCL vs TROW
-38.8%
+266.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.7% |
| 7D | -2.2% | -1.5% | -0.7% | -1.1% |
| 30D | -15.7% | -5.3% | -10.4% | -12.3% |
| 3M | -8.0% | +2.9% | -10.9% | -10.8% |
| 6M | -10.1% | +22.2% | -32.3% | -23.3% |
| YTD | -5.9% | +8.1% | -14.0% | -12.4% |
| 1Y | -23.5% | +5.8% | -29.3% | -27.9% |
| 3Y | +174.4% | +14.0% | +160.4% | +140.9% |
| All | +227.5% | -38.8% | +266.3% | +318.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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