+475.0%
HAL vs RCL
+5,669.9%
-5,194.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.7% |
| 7D | -12.0% | +6.5% | -18.5% | -13.9% |
| 30D | +0.3% | +15.9% | -15.6% | -4.6% |
| 3M | -1.6% | +2.7% | -4.3% | -3.5% |
| 6M | -20.5% | +15.2% | -35.7% | -25.7% |
| YTD | +14.2% | +19.2% | -5.0% | +2.8% |
| 1Y | +18.9% | +31.6% | -12.7% | +3.3% |
| 3Y | -13.7% | +274.2% | -287.9% | -48.4% |
| 5Y | +42.2% | +250.1% | -207.9% | -19.8% |
| 10Y | -16.7% | +388.4% | -405.1% | -61.1% |
| All | +475.0% | +5,669.9% | -5,194.9% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling