+71.0%
UBER vs RCL
+117.7%
-46.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.1% |
| 7D | -7.0% | -2.2% | -4.8% | -6.2% |
| 30D | -8.9% | -15.7% | +6.8% | -2.9% |
| 3M | +1.0% | -8.0% | +9.0% | +3.7% |
| 6M | -3.7% | -10.1% | +6.4% | -1.1% |
| YTD | -13.0% | -5.9% | -7.1% | -13.3% |
| 1Y | -25.5% | -23.5% | -2.0% | -20.5% |
| 3Y | +50.5% | +174.4% | -123.9% | -6.2% |
| 5Y | +76.2% | +227.1% | -151.0% | -2.8% |
| All | +71.0% | +117.7% | -46.7% | -7.0% |
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