+10,372.5%
RTX vs RCL
+4,549.4%
+5,823.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | -5.2% | -5.1% | -0.1% | -3.9% |
| 30D | -9.4% | -19.0% | +9.6% | -4.5% |
| 3M | +12.3% | -9.6% | +21.9% | +14.5% |
| 6M | -3.1% | -6.7% | +3.6% | -2.6% |
| YTD | +10.7% | -3.9% | +14.6% | +9.2% |
| 1Y | +28.4% | -25.1% | +53.5% | +34.2% |
| 3Y | +147.1% | +179.1% | -32.1% | +77.1% |
| 5Y | +167.2% | +243.3% | -76.1% | +68.5% |
| 10Y | +274.7% | +325.8% | -51.0% | +94.4% |
| All | +10,372.5% | +4,549.4% | +5,823.1% | +2,584.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling