+365.4%
STX vs RCL
-23.9%
+389.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.5% | +6.4% |
| 7D | +2.4% | -5.1% | +7.4% | +3.5% |
| 30D | +1.4% | -19.0% | +20.4% | +6.2% |
| 3M | -8.2% | -9.6% | +1.4% | -6.6% |
| 6M | +127.0% | -6.7% | +133.7% | +127.0% |
| YTD | +209.1% | -3.9% | +213.1% | +210.1% |
| 1Y | +365.4% | -25.1% | +390.5% | +328.6% |
| All | +365.4% | -23.9% | +389.3% | +328.6% |
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