+31.6%
RCL vs USAR
-51.6%
+83.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.8% | -9.5% | +0.6% |
| 7D | +6.5% | -14.5% | +21.0% | +7.6% |
| 30D | +15.9% | -37.8% | +53.7% | +19.5% |
| 3M | +2.7% | -52.8% | +55.4% | +7.6% |
| 6M | +15.2% | -71.2% | +86.5% | +24.1% |
| YTD | +19.2% | -30.9% | +50.1% | +22.1% |
| 1Y | +31.6% | -48.0% | +79.6% | +35.5% |
| All | +31.6% | -51.6% | +83.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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