+331.9%
RCL vs ZBH
+17.7%
+314.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.4% |
| 7D | -1.2% | -2.3% | +1.1% | +0.6% |
| 30D | +17.8% | +12.5% | +5.4% | +6.8% |
| 3M | +4.9% | +3.9% | +1.0% | +0.2% |
| 6M | +23.7% | +25.4% | -1.7% | +0.4% |
| YTD | +17.8% | +15.7% | +2.1% | +0.3% |
| 1Y | +28.9% | +15.2% | +13.7% | +10.0% |
| 3Y | +241.9% | +0.3% | +241.5% | +199.1% |
| 5Y | +295.4% | -16.1% | +311.5% | +300.9% |
| All | +331.9% | +17.7% | +314.2% | +296.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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