+826.5%
RCL vs URA
-53.7%
+880.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.3% | +2.1% | -0.8% |
| 7D | +3.9% | -13.3% | +17.2% | +10.6% |
| 30D | +11.8% | -25.9% | +37.6% | +27.5% |
| 3M | -0.8% | -27.8% | +26.9% | +13.6% |
| 6M | +23.6% | -42.8% | +66.5% | +55.9% |
| YTD | +17.6% | -27.5% | +45.1% | +28.7% |
| 1Y | +28.3% | -35.1% | +63.4% | +46.8% |
| 3Y | +261.4% | +31.1% | +230.4% | +168.4% |
| 5Y | +245.3% | +29.8% | +215.6% | +148.1% |
| 10Y | +381.8% | +265.1% | +116.7% | +85.6% |
| All | +826.5% | -53.7% | +880.1% | +699.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling