+259.4%
RCL vs XYZ
+68.0%
+191.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +2.0% |
| 7D | +8.5% | +12.6% | -4.1% | +3.9% |
| 30D | +20.4% | +10.8% | +9.6% | +16.0% |
| 3M | +11.0% | +8.4% | +2.6% | +7.4% |
| 6M | +24.9% | +14.3% | +10.5% | +18.3% |
| YTD | +23.9% | +31.5% | -7.6% | +10.7% |
| 1Y | +30.8% | +28.1% | +2.7% | +17.7% |
| All | +259.4% | +68.0% | +191.4% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling