+689.9%
RCL vs UUUU
-92.0%
+781.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | -5.1% | -1.4% | -3.7% | -4.9% |
| 30D | -19.0% | +16.3% | -35.3% | -20.6% |
| 3M | -9.6% | -16.7% | +7.1% | -8.2% |
| 6M | -6.7% | -33.7% | +27.0% | -3.3% |
| YTD | -3.9% | -0.5% | -3.4% | -6.7% |
| 1Y | -25.1% | +28.9% | -53.9% | -30.8% |
| 3Y | +179.1% | +99.9% | +79.3% | +134.2% |
| 5Y | +243.3% | +135.3% | +108.0% | +175.3% |
| 10Y | +325.8% | +518.4% | -192.6% | +183.9% |
| All | +689.9% | -92.0% | +781.9% | +376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling