+835.9%
RCL vs UAL
+239.3%
+596.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.6% | +1.4% | -1.1% |
| 7D | +3.9% | +5.0% | -1.1% | +1.8% |
| 30D | +11.8% | -1.2% | +13.0% | +12.3% |
| 3M | -0.8% | -16.8% | +15.9% | +7.2% |
| 6M | +23.6% | +18.0% | +5.7% | +14.3% |
| YTD | +17.6% | -1.2% | +18.8% | +16.9% |
| 1Y | +28.3% | +14.3% | +14.0% | +19.2% |
| 3Y | +261.4% | +194.6% | +66.9% | +110.4% |
| 5Y | +245.3% | +109.6% | +135.7% | +136.3% |
| 10Y | +381.8% | +93.1% | +288.7% | +249.6% |
| All | +835.9% | +239.3% | +596.6% | +216.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling