+838.1%
VZ vs RCL
+5,591.8%
-4,753.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.2% |
| 7D | +5.6% | +3.9% | +1.7% | +5.2% |
| 30D | +1.9% | +11.8% | -9.9% | +0.7% |
| 3M | +0.8% | -0.8% | +1.6% | +0.7% |
| 6M | +0.6% | +23.6% | -23.0% | -2.0% |
| YTD | +20.8% | +17.6% | +3.1% | +17.4% |
| 1Y | +23.9% | +28.3% | -4.3% | +19.2% |
| 3Y | +55.7% | +261.4% | -205.8% | +31.3% |
| 5Y | +21.5% | +245.3% | -223.8% | -0.3% |
| 10Y | +68.5% | +381.8% | -313.3% | +20.2% |
| All | +838.1% | +5,591.8% | -4,753.7% | +367.1% |
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