+156.7%
RTX vs RCL
+254.2%
-97.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.9% | +2.5% | -1.0% |
| 7D | +3.4% | -0.2% | +3.6% | +3.4% |
| 30D | +8.4% | +14.4% | -6.0% | +6.8% |
| 3M | -10.7% | +5.2% | -15.8% | -11.2% |
| 6M | +11.7% | +26.1% | -14.4% | +8.4% |
| YTD | +9.3% | +17.4% | -8.0% | +6.0% |
| 1Y | +13.3% | +24.7% | -11.4% | +8.9% |
| All | +156.7% | +254.2% | -97.5% | +148.2% |
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 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