+344.9%
TRV vs RCL
+340.1%
+4.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.0% | -1.2% | +3.2% | +2.2% |
| 30D | +6.7% | +17.8% | -11.1% | +3.8% |
| 3M | +9.4% | +4.9% | +4.4% | +8.2% |
| 6M | +37.7% | +23.7% | +14.0% | +31.9% |
| YTD | +40.6% | +17.8% | +22.8% | +34.3% |
| 1Y | +42.4% | +28.9% | +13.5% | +33.7% |
| 3Y | +148.1% | +241.9% | -93.8% | +90.6% |
| 5Y | +181.7% | +295.4% | -113.7% | +101.0% |
| All | +344.9% | +340.1% | +4.8% | +187.1% |
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 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