+10,249.8%
STX vs RCL
+2,205.5%
+8,044.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.7% | -0.1% |
| 7D | +16.8% | -0.2% | +17.1% | +16.9% |
| 30D | -27.0% | +14.4% | -41.4% | -29.9% |
| 3M | -37.9% | +5.2% | -43.0% | -39.3% |
| 6M | -32.5% | +26.1% | -58.6% | -37.6% |
| YTD | +98.6% | +17.4% | +81.2% | +85.3% |
| 1Y | +93.6% | +24.7% | +68.9% | +77.2% |
| 3Y | +699.1% | +250.9% | +448.1% | +433.7% |
| 5Y | +481.0% | +293.8% | +187.2% | +252.5% |
| 10Y | +2,082.0% | +342.4% | +1,739.7% | +938.6% |
| All | +10,249.8% | +2,205.5% | +8,044.2% | +1,890.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling