+333.1%
RCL vs ZBH
-16.2%
+349.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.4% |
| 7D | -1.9% | -4.7% | +2.8% | +1.6% |
| 30D | -15.5% | -4.5% | -11.0% | -12.7% |
| 3M | -9.7% | +7.6% | -17.2% | -15.5% |
| 6M | -8.7% | +0.3% | -9.0% | -10.9% |
| YTD | -5.8% | +4.5% | -10.3% | -11.6% |
| 1Y | -24.5% | -9.4% | -15.1% | -22.3% |
| 3Y | +173.9% | -21.5% | +195.4% | +200.0% |
| 5Y | +228.0% | -28.4% | +256.4% | +282.9% |
| All | +333.1% | -16.2% | +349.2% | +363.0% |
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