+59.2%
HAL vs RCL
+292.5%
-233.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.0% |
| 7D | +6.1% | -1.2% | +7.3% | +6.3% |
| 30D | +2.9% | +17.8% | -15.0% | -0.5% |
| 3M | +3.3% | +4.9% | -1.6% | +1.9% |
| 6M | -16.9% | +23.7% | -40.6% | -21.5% |
| YTD | +21.2% | +17.8% | +3.4% | +13.4% |
| 1Y | +27.5% | +28.9% | -1.4% | +16.4% |
| 3Y | -6.4% | +241.9% | -248.3% | -34.5% |
| All | +59.2% | +292.5% | -233.3% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling