+2,071.0%
STX vs RCL
+396.5%
+1,674.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.0% | +6.8% | +9.1% |
| 7D | -14.8% | +5.0% | -19.7% | -15.7% |
| 30D | -35.4% | +19.4% | -54.7% | -37.9% |
| 3M | -37.7% | +5.9% | -43.6% | -38.8% |
| 6M | -35.2% | +23.8% | -59.0% | -38.9% |
| YTD | +84.4% | +22.8% | +61.6% | +72.9% |
| 1Y | +82.3% | +34.3% | +48.0% | +67.3% |
| 3Y | +646.2% | +276.4% | +369.8% | +438.0% |
| 5Y | +487.4% | +281.6% | +205.8% | +300.0% |
| 10Y | +2,071.0% | +379.0% | +1,692.0% | +1,211.3% |
| All | +2,071.0% | +396.5% | +1,674.5% | +1,211.3% |
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