+28.3%
RCL vs USB
+33.6%
-5.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.5% |
| 7D | +3.9% | -1.5% | +5.4% | +5.2% |
| 30D | +11.8% | +4.3% | +7.5% | +8.5% |
| 3M | -0.8% | -6.1% | +5.2% | +3.9% |
| 6M | +23.6% | +9.4% | +14.2% | +13.3% |
| YTD | +17.6% | +15.2% | +2.5% | +0.8% |
| 1Y | +28.3% | +32.8% | -4.5% | -6.4% |
| All | +28.3% | +33.6% | -5.4% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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