+3,310.4%
V vs RCL
+1,148.7%
+2,161.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | +2.2% | +6.5% | -4.3% | +0.7% |
| 30D | +13.6% | +15.9% | -2.3% | +9.6% |
| 3M | +14.3% | +2.7% | +11.6% | +13.2% |
| 6M | +33.1% | +15.2% | +17.9% | +27.4% |
| YTD | +21.2% | +19.2% | +2.0% | +13.6% |
| 1Y | +26.4% | +31.6% | -5.2% | +15.5% |
| 3Y | +77.6% | +274.2% | -196.6% | +21.8% |
| 5Y | +102.6% | +250.1% | -147.5% | +33.0% |
| 10Y | +464.4% | +388.4% | +76.0% | +184.9% |
| All | +3,310.4% | +1,148.7% | +2,161.7% | +1,047.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling