+3,676.0%
STX vs RCL
+344.6%
+3,331.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.7% | +6.5% |
| 7D | +10.7% | -0.5% | +11.2% | +10.9% |
| 30D | +11.3% | -17.3% | +28.6% | +16.1% |
| 3M | +3.2% | -2.8% | +6.0% | +3.3% |
| 6M | +157.0% | -4.4% | +161.4% | +157.6% |
| YTD | +229.2% | -4.2% | +233.4% | +228.4% |
| 1Y | +381.8% | -23.4% | +405.2% | +402.2% |
| 3Y | +1,383.2% | +179.4% | +1,203.8% | +1,047.3% |
| 5Y | +1,144.9% | +238.8% | +906.1% | +780.0% |
| 10Y | +3,676.0% | +350.2% | +3,325.8% | +2,434.0% |
| All | +3,676.0% | +344.6% | +3,331.4% | +2,434.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling