+261.1%
RCL vs ZETA
+232.9%
+28.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.3% | -3.9% | 0.0% |
| 7D | +6.5% | -0.4% | +7.0% | +6.6% |
| 30D | +15.9% | -8.0% | +23.9% | +18.1% |
| 3M | +2.7% | +21.4% | -18.7% | -3.0% |
| 6M | +15.2% | +80.1% | -64.9% | -3.5% |
| YTD | +19.2% | +52.5% | -33.2% | +2.8% |
| 1Y | +31.6% | +58.5% | -26.9% | +11.7% |
| 3Y | +274.2% | +281.7% | -7.5% | +99.0% |
| All | +261.1% | +232.9% | +28.2% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling