+15,331.4%
TXN vs RCL
+5,601.3%
+9,730.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.9% |
| 7D | +9.5% | -1.2% | +10.6% | +9.8% |
| 30D | +8.7% | +17.8% | -9.1% | +4.2% |
| 3M | +11.6% | +4.9% | +6.6% | +9.8% |
| 6M | +0.1% | +23.7% | -23.6% | -5.8% |
| YTD | +78.8% | +17.8% | +61.0% | +68.1% |
| 1Y | +91.2% | +28.9% | +62.3% | +75.4% |
| 3Y | +125.8% | +241.9% | -116.1% | +59.6% |
| 5Y | +83.8% | +295.4% | -211.6% | +18.2% |
| 10Y | +469.9% | +344.1% | +125.7% | +197.1% |
| All | +15,331.4% | +5,601.3% | +9,730.1% | +3,100.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling