+268.6%
RTX vs RCL
+381.8%
-113.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.2% | +1.8% |
| 7D | -1.7% | +8.5% | -10.3% | -3.8% |
| 30D | +7.7% | +20.4% | -12.7% | +2.5% |
| 3M | -10.3% | +11.0% | -21.3% | -13.1% |
| 6M | +14.6% | +24.9% | -10.3% | +7.0% |
| YTD | +10.4% | +23.9% | -13.5% | +1.5% |
| 1Y | +13.5% | +30.8% | -17.3% | +2.6% |
| 3Y | +158.6% | +270.4% | -111.8% | +68.0% |
| 5Y | +147.3% | +296.1% | -148.9% | +46.4% |
| 10Y | +268.6% | +375.0% | -106.4% | +91.7% |
| All | +268.6% | +381.8% | -113.2% | +91.7% |
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