+100.8%
HBAN vs RCL
+340.1%
-239.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +4.8% | +17.8% | -13.1% | -1.1% |
| 3M | -10.1% | +4.9% | -15.0% | -12.1% |
| 6M | +5.0% | +23.7% | -18.7% | -3.6% |
| YTD | -6.1% | +17.8% | -24.0% | -14.2% |
| 1Y | +4.6% | +28.9% | -24.4% | -7.6% |
| 3Y | +74.9% | +241.9% | -167.0% | +7.8% |
| 5Y | +21.4% | +295.4% | -274.0% | -33.7% |
| All | +100.8% | +340.1% | -239.3% | -4.9% |
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