+29.7%
RCL vs USAR
-50.4%
+80.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.5% | -3.5% | +2.5% |
| 7D | +5.0% | -1.1% | +6.0% | +4.9% |
| 30D | +19.4% | -30.3% | +49.6% | +22.1% |
| 3M | +5.9% | -54.7% | +60.6% | +11.4% |
| 6M | +23.8% | -67.5% | +91.3% | +32.4% |
| YTD | +22.8% | -26.4% | +49.2% | +25.2% |
| All | +29.7% | -50.4% | +80.1% | +32.7% |
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