+293.8%
RCL vs URA
+28.3%
+265.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -2.4% |
| 7D | -0.2% | +4.5% | -4.7% | -2.0% |
| 30D | +14.4% | -13.4% | +27.8% | +20.7% |
| 3M | +5.2% | -28.4% | +33.6% | +18.9% |
| 6M | +26.1% | -40.5% | +66.6% | +52.4% |
| YTD | +17.4% | -24.3% | +41.6% | +24.1% |
| 1Y | +24.7% | -28.8% | +53.5% | +34.7% |
| 3Y | +250.9% | +37.6% | +213.3% | +143.2% |
| 5Y | +293.8% | +30.7% | +263.2% | +161.4% |
| All | +293.8% | +28.3% | +265.5% | +161.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling