+31.5%
RCL vs UL
-1.3%
+32.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +8.5% | +2.6% | +6.0% | +7.4% |
| 30D | +20.4% | +6.8% | +13.6% | +17.1% |
| 3M | +11.0% | +5.7% | +5.3% | +8.2% |
| 6M | +24.9% | +15.9% | +9.0% | +16.5% |
| YTD | +23.9% | +4.3% | +19.6% | +19.5% |
| All | +31.5% | -1.3% | +32.9% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling