+333.1%
RCL vs UUUU
+465.5%
-132.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.4% |
| 7D | -1.9% | -10.5% | +8.6% | 0.0% |
| 30D | -15.5% | -10.5% | -5.0% | -14.1% |
| 3M | -9.7% | -14.1% | +4.5% | -8.0% |
| 6M | -8.7% | -35.5% | +26.7% | -3.1% |
| YTD | -5.8% | -10.9% | +5.2% | -9.0% |
| 1Y | -24.5% | +3.4% | -27.8% | -31.5% |
| 3Y | +173.9% | +73.1% | +100.8% | +104.8% |
| 5Y | +228.0% | +87.1% | +140.8% | +126.4% |
| All | +333.1% | +465.5% | -132.4% | +107.6% |
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