+72.5%
HAL vs RCL
-24.0%
+96.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | +0.5% | -0.5% | +0.9% | +0.4% |
| 30D | +15.9% | -17.3% | +33.3% | +14.6% |
| 3M | -8.7% | -2.8% | -6.0% | -9.3% |
| 6M | +9.0% | -4.4% | +13.4% | +8.7% |
| YTD | +32.0% | -4.2% | +36.2% | +30.3% |
| 1Y | +72.5% | -23.4% | +95.8% | +74.5% |
| All | +72.5% | -24.0% | +96.5% | +74.5% |
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