+15.6%
TMUS vs RCL
+266.4%
-250.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.8% |
| 7D | +3.6% | +6.5% | -2.9% | +3.4% |
| 30D | -3.4% | +15.9% | -19.2% | -3.8% |
| 3M | -9.5% | +2.7% | -12.1% | -9.5% |
| 6M | -15.2% | +15.2% | -30.4% | -15.6% |
| YTD | -18.9% | +19.2% | -38.2% | -20.0% |
| 1Y | -17.7% | +31.6% | -49.3% | -19.5% |
| 3Y | +15.6% | +274.2% | -258.5% | +8.1% |
| All | +15.6% | +266.4% | -250.7% | +8.1% |
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