+802.8%
TEAM vs RCL
+226.0%
+576.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -0.4% | -5.1% | +4.7% | +0.8% |
| 30D | +67.3% | -19.0% | +86.3% | +75.9% |
| 3M | +86.8% | -9.6% | +96.4% | +90.8% |
| 6M | +146.8% | -6.7% | +153.5% | +148.5% |
| YTD | +16.9% | -3.9% | +20.8% | +15.7% |
| 1Y | +12.8% | -25.1% | +37.9% | +18.4% |
| 3Y | -7.3% | +179.1% | -186.4% | -29.7% |
| 5Y | -50.7% | +243.3% | -294.0% | -66.0% |
| 10Y | +529.8% | +325.8% | +204.1% | +264.0% |
| All | +802.8% | +226.0% | +576.7% | +499.0% |
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