-14.9%
SMCI vs RCL
-23.3%
+8.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -1.3% | -2.5% | +1.2% | -0.2% |
| 30D | +18.3% | -15.7% | +34.0% | +27.2% |
| 3M | +27.7% | -3.6% | +31.3% | +27.8% |
| 6M | +17.6% | -8.7% | +26.2% | +20.0% |
| YTD | +27.7% | -6.2% | +33.9% | +31.7% |
| All | -14.9% | -23.3% | +8.4% | -17.8% |
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