+77.6%
V vs RCL
+266.4%
-188.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | +2.2% | +6.5% | -4.3% | +1.1% |
| 30D | +13.6% | +15.9% | -2.3% | +10.8% |
| 3M | +14.3% | +2.7% | +11.6% | +13.6% |
| 6M | +33.1% | +15.2% | +17.9% | +29.2% |
| YTD | +21.2% | +19.2% | +2.0% | +16.0% |
| 1Y | +26.4% | +31.6% | -5.2% | +18.5% |
| 3Y | +77.6% | +274.2% | -196.6% | +45.0% |
| All | +77.6% | +266.4% | -188.8% | +45.0% |
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 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