+144.2%
RTX vs RCL
+266.4%
-122.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.4% |
| 7D | -5.1% | +6.5% | -11.6% | -5.8% |
| 30D | +5.1% | +15.9% | -10.7% | +3.5% |
| 3M | -14.8% | +2.7% | -17.5% | -15.2% |
| 6M | +8.0% | +15.2% | -7.2% | +5.9% |
| YTD | +4.5% | +19.2% | -14.8% | +1.1% |
| 1Y | +9.8% | +31.6% | -21.8% | +4.9% |
| 3Y | +144.2% | +274.2% | -130.0% | +130.4% |
| All | +144.2% | +266.4% | -122.2% | +130.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling