+32.0%
RCL vs ZETA
+84.8%
-52.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +6.0% |
| 7D | +11.7% | -5.0% | +16.7% | +12.5% |
| 30D | +21.1% | -3.3% | +24.5% | +21.6% |
| 3M | +2.9% | +31.0% | -28.1% | -1.8% |
| 6M | +29.8% | +72.2% | -42.3% | +17.5% |
| YTD | +21.4% | +56.2% | -34.7% | +9.9% |
| 1Y | +32.0% | +90.3% | -58.3% | +16.7% |
| All | +32.0% | +84.8% | -52.7% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 1y: compounded portfolio wealth divided by compounded ZETA 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…
1y analysis · Full analysis span regression · 6 months rolling