+41.6%
TXN vs RCL
-23.9%
+65.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.8% |
| 7D | -0.1% | -5.1% | +5.0% | +0.9% |
| 30D | -6.9% | -19.0% | +12.1% | -3.0% |
| 3M | -14.9% | -9.6% | -5.4% | -13.5% |
| 6M | +29.0% | -6.7% | +35.7% | +29.7% |
| YTD | +51.5% | -3.9% | +55.4% | +48.8% |
| 1Y | +41.6% | -25.1% | +66.7% | +47.5% |
| All | +41.6% | -23.9% | +65.5% | +47.5% |
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