+381.8%
STX vs RCL
-24.0%
+405.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +3.0% |
| 6M | +157.0% | -4.4% | +161.4% | +156.0% |
| YTD | +229.2% | -4.2% | +233.4% | +230.3% |
| 1Y | +381.8% | -23.4% | +405.2% | +344.5% |
| All | +381.8% | -24.0% | +405.9% | +344.5% |
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