+18.9%
HAL vs RCL
+30.9%
-12.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.1% |
| 7D | -12.0% | +6.5% | -18.5% | -11.2% |
| 30D | +0.3% | +15.9% | -15.6% | +2.2% |
| 3M | -1.6% | +2.7% | -4.3% | -0.7% |
| 6M | -20.5% | +15.2% | -35.7% | -18.6% |
| YTD | +14.2% | +19.2% | -5.0% | +16.9% |
| 1Y | +18.9% | +31.6% | -12.7% | +20.4% |
| All | +18.9% | +30.9% | -12.0% | +20.4% |
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 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