+32.0%
RCL vs ZYBT
-42.3%
+74.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.1% | +6.4% |
| 7D | +11.7% | -3.5% | +15.2% | +11.7% |
| 30D | +21.1% | +15.1% | +6.0% | +21.1% |
| 3M | +2.9% | +7.0% | -4.1% | +2.9% |
| 6M | +29.8% | +37.7% | -7.9% | +31.7% |
| YTD | +21.4% | +19.1% | +2.3% | +23.3% |
| 1Y | +32.0% | -38.3% | +70.3% | +42.7% |
| All | +32.0% | -42.3% | +74.3% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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