+32.0%
RCL vs UUUU
-55.1%
+87.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.5% |
| 7D | +11.7% | -14.4% | +26.1% | +13.2% |
| 30D | +21.1% | -33.6% | +54.8% | +25.3% |
| 3M | +2.9% | -44.2% | +47.1% | +7.7% |
| 6M | +29.8% | -66.8% | +96.6% | +39.5% |
| YTD | +21.4% | -50.6% | +72.0% | +24.1% |
| 1Y | +32.0% | -57.8% | +89.8% | +36.1% |
| All | +32.0% | -55.1% | +87.2% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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