+227.1%
RCL vs UUUU
+132.1%
+95.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -2.2% | +1.8% | -4.0% | -2.5% |
| 30D | -15.7% | +1.8% | -17.5% | -16.1% |
| 3M | -8.0% | +1.3% | -9.2% | -8.9% |
| 6M | -10.1% | -26.8% | +16.6% | -6.9% |
| YTD | -5.9% | +0.1% | -6.0% | -11.5% |
| 1Y | -23.5% | +11.2% | -34.7% | -32.3% |
| 3Y | +174.4% | +97.7% | +76.7% | +91.6% |
| 5Y | +227.1% | +127.3% | +99.8% | +114.0% |
| All | +227.1% | +132.1% | +95.1% | +114.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling