-84.1%
RIVN vs RCL
+195.7%
-279.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +0.9% | -2.5% | +3.3% | +2.0% |
| 30D | -1.9% | -15.7% | +13.8% | +6.0% |
| 3M | +8.7% | -3.6% | +12.4% | +9.7% |
| 6M | -3.0% | -8.7% | +5.7% | -0.3% |
| YTD | -18.6% | -6.2% | -12.4% | -19.4% |
| 1Y | +15.4% | -22.9% | +38.2% | +24.6% |
| 3Y | -30.5% | +173.6% | -204.1% | -64.5% |
| All | -84.1% | +195.7% | -279.8% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling