+238.8%
RCL vs ZBH
-30.7%
+269.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.7% | +1.7% |
| 7D | -0.5% | -5.2% | +4.8% | +2.1% |
| 30D | -17.3% | -2.4% | -14.9% | -16.4% |
| 3M | -2.8% | +8.3% | -11.0% | -6.9% |
| 6M | -4.4% | +0.7% | -5.0% | -5.6% |
| YTD | -4.2% | +5.3% | -9.5% | -7.9% |
| 1Y | -23.4% | -9.1% | -14.3% | -21.3% |
| 3Y | +179.4% | -19.7% | +199.1% | +200.9% |
| 5Y | +238.8% | -31.3% | +270.0% | +274.3% |
| All | +238.8% | -30.7% | +269.5% | +274.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling