+331.9%
RCL vs UUUU
+370.7%
-38.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | -1.2% | -1.1% | -0.1% | -1.1% |
| 30D | +17.8% | -21.0% | +38.8% | +22.8% |
| 3M | +4.9% | -54.8% | +59.7% | +20.9% |
| 6M | +23.7% | -67.3% | +91.1% | +49.8% |
| YTD | +17.8% | -54.7% | +72.5% | +28.3% |
| 1Y | +28.9% | -57.4% | +86.4% | +41.0% |
| 3Y | +241.9% | -19.6% | +261.5% | +194.7% |
| 5Y | +295.4% | -40.0% | +335.4% | +238.4% |
| All | +331.9% | +370.7% | -38.8% | +114.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling