+57.3%
VZ vs RCL
+261.4%
-204.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.2% |
| 7D | +5.6% | +3.9% | +1.7% | +5.8% |
| 30D | +1.9% | +11.8% | -9.9% | +2.2% |
| 3M | +0.8% | -0.8% | +1.6% | +0.7% |
| 6M | +0.6% | +23.6% | -23.0% | +1.5% |
| YTD | +20.8% | +17.6% | +3.1% | +21.0% |
| 1Y | +23.9% | +28.3% | -4.3% | +24.4% |
| All | +57.3% | +261.4% | -204.1% | +59.9% |
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