+292.2%
RCL vs XRT
-4.8%
+297.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | 0.0% |
| 7D | -1.2% | +1.7% | -2.9% | -2.9% |
| 30D | +17.8% | +7.5% | +10.4% | +9.6% |
| 3M | +4.9% | +2.2% | +2.8% | +2.4% |
| 6M | +23.7% | +14.7% | +9.1% | +7.6% |
| YTD | +17.8% | +7.5% | +10.3% | +9.6% |
| 1Y | +28.9% | +14.1% | +14.8% | +13.1% |
| 3Y | +241.9% | +58.8% | +183.1% | +110.7% |
| All | +292.2% | -4.8% | +297.0% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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