+47.8%
XOM vs RCL
+25.0%
+22.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.6% |
| 7D | +2.8% | -1.2% | +4.0% | +2.6% |
| 30D | -3.6% | +17.8% | -21.5% | -0.1% |
| 3M | +8.2% | +4.9% | +3.3% | +10.1% |
| 6M | +14.0% | +23.7% | -9.7% | +20.0% |
| YTD | +44.6% | +17.8% | +26.8% | +51.3% |
| 1Y | +47.8% | +28.9% | +18.8% | +54.0% |
| All | +47.8% | +25.0% | +22.8% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling