+16.7%
U vs RCL
+33.5%
-16.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.4% |
| 7D | +24.4% | +8.5% | +15.8% | +20.8% |
| 30D | +7.4% | +20.4% | -13.0% | +0.5% |
| 3M | +16.8% | +11.0% | +5.8% | +12.7% |
| 6M | +78.8% | +24.9% | +53.9% | +64.1% |
| YTD | +14.0% | +23.9% | -9.9% | +14.2% |
| 1Y | +16.7% | +30.8% | -14.1% | +17.8% |
| All | +16.7% | +33.5% | -16.8% | +17.8% |
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