+29.7%
RCL vs URA
-26.7%
+56.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.7% |
| 7D | +0.6% | +2.9% | -2.3% | -0.1% |
| 30D | +19.4% | -10.8% | +30.2% | +22.2% |
| 3M | +9.8% | -25.5% | +35.3% | +16.6% |
| 6M | +28.6% | -41.2% | +69.9% | +43.1% |
| YTD | +22.2% | -21.3% | +43.4% | +26.5% |
| 1Y | +29.7% | -25.7% | +55.4% | +35.2% |
| All | +29.7% | -26.7% | +56.5% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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