+467.0%
TEAM vs RCL
+396.5%
+70.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.1% |
| 7D | -17.2% | +5.0% | -22.2% | -18.2% |
| 30D | -25.1% | +19.4% | -44.5% | -28.4% |
| 3M | +3.9% | +5.9% | -2.0% | +1.8% |
| 6M | +69.1% | +23.8% | +45.3% | +59.3% |
| YTD | -4.5% | +22.8% | -27.3% | -11.3% |
| 1Y | -1.9% | +34.3% | -36.1% | -11.0% |
| 3Y | -9.3% | +276.4% | -285.8% | -35.3% |
| 5Y | -65.2% | +281.6% | -346.7% | -76.7% |
| 10Y | +467.0% | +379.0% | +88.0% | +238.4% |
| All | +467.0% | +396.5% | +70.4% | +238.4% |
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 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