+70.0%
UBER vs RCL
+182.5%
-112.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.4% |
| 7D | +1.2% | +0.6% | +0.5% | +0.9% |
| 30D | -1.1% | +19.4% | -20.6% | -7.7% |
| 3M | -10.0% | +9.8% | -19.8% | -13.6% |
| 6M | -7.2% | +28.6% | -35.8% | -16.7% |
| YTD | -13.5% | +22.2% | -35.7% | -22.3% |
| 1Y | -24.5% | +29.7% | -54.2% | -34.1% |
| 3Y | +37.0% | +265.3% | -228.3% | -23.7% |
| 5Y | +63.3% | +301.8% | -238.4% | -17.3% |
| All | +70.0% | +182.5% | -112.5% | -16.6% |
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