+376.8%
V vs RCL
+344.6%
+32.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -1.7% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | +1.9% | -17.3% | +19.2% | +5.9% |
| 3M | +15.5% | -2.8% | +18.3% | +15.7% |
| 6M | +16.6% | -4.4% | +21.0% | +16.4% |
| YTD | +5.7% | -4.2% | +9.9% | +4.9% |
| 1Y | +8.6% | -23.4% | +31.9% | +12.4% |
| 3Y | +52.5% | +179.4% | -126.9% | +16.9% |
| 5Y | +67.1% | +238.8% | -171.6% | +17.2% |
| 10Y | +376.8% | +350.2% | +26.6% | +205.6% |
| All | +376.8% | +344.6% | +32.2% | +205.6% |
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