+292.2%
RCL vs ZBH
-16.1%
+308.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.0% |
| 7D | -1.2% | -2.3% | +1.1% | -0.1% |
| 30D | +17.8% | +12.5% | +5.4% | +11.3% |
| 3M | +4.9% | +3.9% | +1.0% | +2.4% |
| 6M | +23.7% | +25.4% | -1.7% | +9.4% |
| YTD | +17.8% | +15.7% | +2.1% | +7.6% |
| 1Y | +28.9% | +15.2% | +13.7% | +18.0% |
| 3Y | +241.9% | +0.3% | +241.5% | +216.9% |
| All | +292.2% | -16.1% | +308.3% | +305.6% |
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