-7.9%
TEAM vs RCL
+179.1%
-187.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -0.4% | -5.1% | +4.7% | +1.3% |
| 30D | +67.3% | -19.0% | +86.3% | +79.2% |
| 3M | +86.8% | -9.6% | +96.4% | +92.1% |
| 6M | +146.8% | -6.7% | +153.5% | +149.0% |
| YTD | +16.9% | -3.9% | +20.8% | +14.5% |
| 1Y | +12.8% | -25.1% | +37.9% | +22.3% |
| All | -7.9% | +179.1% | -187.0% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling