+73.2%
STX vs RCL
+32.4%
+40.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.0% | +6.8% | +9.1% |
| 7D | -14.8% | +5.0% | -19.7% | -15.5% |
| 30D | -35.4% | +19.4% | -54.7% | -37.8% |
| 3M | -37.7% | +5.9% | -43.6% | -37.9% |
| 6M | -35.2% | +23.8% | -59.0% | -39.0% |
| YTD | +84.4% | +22.8% | +61.6% | +71.2% |
| All | +73.2% | +32.4% | +40.8% | +54.7% |
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