+274.2%
RCL vs ZETA
+273.0%
+1.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.3% | -3.9% | +0.4% |
| 7D | +6.5% | -0.4% | +7.0% | +6.5% |
| 30D | +15.9% | -8.0% | +23.9% | +17.5% |
| 3M | +2.7% | +21.4% | -18.7% | -1.4% |
| 6M | +15.2% | +80.1% | -64.9% | +1.7% |
| YTD | +19.2% | +52.5% | -33.2% | +7.4% |
| 1Y | +31.6% | +58.5% | -26.9% | +17.3% |
| 3Y | +274.2% | +281.7% | -7.5% | +164.5% |
| All | +274.2% | +273.0% | +1.2% | +164.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling