+241.9%
RCL vs UAL
+189.3%
+52.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +1.2% |
| 7D | -1.2% | -3.0% | +1.9% | +0.2% |
| 30D | +17.8% | +10.5% | +7.4% | +12.3% |
| 3M | +4.9% | -13.5% | +18.4% | +12.0% |
| 6M | +23.7% | +14.2% | +9.5% | +15.2% |
| YTD | +17.8% | -2.2% | +20.1% | +16.9% |
| 1Y | +28.9% | +12.5% | +16.4% | +19.9% |
| 3Y | +241.9% | +186.8% | +55.1% | +112.6% |
| All | +241.9% | +189.3% | +52.5% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 3y: compounded portfolio wealth divided by compounded UAL 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…
3y analysis · Full analysis span regression · 6 months rolling