+778.9%
VLO vs RCL
+338.4%
+440.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.9% | +7.0% | +4.3% |
| 7D | +6.8% | -0.2% | +7.0% | +6.7% |
| 30D | -17.9% | +14.4% | -32.2% | -21.7% |
| 3M | +13.5% | +5.2% | +8.4% | +10.6% |
| 6M | +53.0% | +26.1% | +26.9% | +38.7% |
| YTD | +133.7% | +17.4% | +116.4% | +108.8% |
| 1Y | +115.7% | +24.7% | +91.0% | +87.8% |
| 3Y | +231.9% | +250.9% | -19.0% | +89.8% |
| 5Y | +471.6% | +293.8% | +177.7% | +183.9% |
| All | +778.9% | +338.4% | +440.5% | +266.3% |
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