+301.8%
RCL vs URI
+213.9%
+87.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.5% | -3.5% |
| 7D | +0.6% | +2.4% | -1.8% | -0.9% |
| 30D | +19.4% | +8.9% | +10.5% | +13.7% |
| 3M | +9.8% | +0.8% | +9.0% | +8.2% |
| 6M | +28.6% | +23.1% | +5.5% | +12.7% |
| YTD | +22.2% | +43.1% | -20.9% | -6.6% |
| 1Y | +29.7% | +35.7% | -6.0% | +2.6% |
| 3Y | +265.3% | +158.2% | +107.1% | +72.7% |
| 5Y | +301.8% | +212.6% | +89.2% | +52.2% |
| All | +301.8% | +213.9% | +87.9% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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