-19.1%
HAL vs RCL
+396.5%
-415.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.0% | -2.9% | -1.0% |
| 7D | -7.9% | +5.0% | -12.8% | -9.7% |
| 30D | -2.1% | +19.4% | -21.4% | -8.9% |
| 3M | +0.4% | +5.9% | -5.5% | -3.1% |
| 6M | -19.2% | +23.8% | -43.0% | -27.8% |
| YTD | +14.4% | +22.8% | -8.4% | -1.1% |
| 1Y | +18.0% | +34.3% | -16.3% | -2.2% |
| 3Y | -9.7% | +276.4% | -286.1% | -54.6% |
| 5Y | +40.1% | +281.6% | -241.4% | -37.2% |
| 10Y | -19.1% | +379.0% | -398.1% | -66.3% |
| All | -19.1% | +396.5% | -415.7% | -66.3% |
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