+46.9%
UNP vs RCL
+178.0%
-131.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -5.3% | -5.1% | -0.3% | -4.6% |
| 30D | -1.5% | -19.0% | +17.5% | +1.5% |
| 3M | +10.3% | -9.6% | +19.8% | +11.5% |
| 6M | +9.7% | -6.7% | +16.4% | +9.8% |
| YTD | +27.1% | -3.9% | +31.0% | +25.6% |
| 1Y | +32.6% | -25.1% | +57.7% | +36.9% |
| All | +46.9% | +178.0% | -131.1% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling