+11.3%
RTX vs RCL
+32.4%
-21.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +3.4% |
| 7D | -3.2% | +5.0% | -8.2% | -3.5% |
| 30D | +5.6% | +19.4% | -13.8% | +4.4% |
| 3M | -11.7% | +5.9% | -17.6% | -12.0% |
| 6M | +12.3% | +23.8% | -11.5% | +10.3% |
| YTD | +8.2% | +22.8% | -14.6% | +5.0% |
| All | +11.3% | +32.4% | -21.1% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling