+58.8%
XOM vs RCL
+171.9%
-113.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +2.2% |
| 7D | 0.0% | -2.2% | +2.2% | 0.0% |
| 30D | +3.4% | -15.7% | +19.1% | +3.1% |
| 3M | +11.0% | -8.0% | +19.0% | +10.7% |
| 6M | +10.6% | -10.1% | +20.8% | +10.7% |
| YTD | +39.2% | -5.9% | +45.1% | +38.3% |
| 1Y | +52.7% | -23.5% | +76.2% | +54.0% |
| All | +58.8% | +171.9% | -113.1% | +53.4% |
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