+99.7%
TXN vs RCL
+27.6%
+72.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.5% |
| 7D | +1.0% | +11.7% | -10.7% | -1.2% |
| 30D | +6.1% | +21.1% | -15.0% | +2.2% |
| 3M | +10.4% | +2.9% | +7.5% | +9.5% |
| 6M | +12.6% | +29.8% | -17.2% | +6.8% |
| YTD | +83.5% | +21.4% | +62.0% | +71.8% |
| 1Y | +99.7% | +32.0% | +67.7% | +83.8% |
| All | +99.7% | +27.6% | +72.1% | +83.8% |
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