-16.1%
TMUS vs RCL
+33.5%
-49.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | +0.3% |
| 7D | +9.5% | +8.5% | +1.0% | +9.9% |
| 30D | +13.8% | +20.4% | -6.6% | +15.0% |
| 3M | -4.6% | +11.0% | -15.6% | -4.1% |
| 6M | -11.7% | +24.9% | -36.6% | -10.2% |
| YTD | -15.4% | +23.9% | -39.2% | -14.7% |
| 1Y | -16.1% | +30.8% | -47.0% | -14.6% |
| All | -16.1% | +33.5% | -49.7% | -14.6% |
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