+333.9%
HBAN vs RCL
+4,537.3%
-4,203.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +2.1% | -0.5% | +2.5% | +2.3% |
| 30D | -4.5% | -17.3% | +12.8% | +2.8% |
| 3M | +2.6% | -2.8% | +5.3% | +2.8% |
| 6M | +4.7% | -4.4% | +9.1% | +4.5% |
| YTD | -1.5% | -4.2% | +2.6% | -3.3% |
| 1Y | -1.9% | -23.4% | +21.4% | +4.4% |
| 3Y | +75.2% | +179.4% | -104.2% | +8.1% |
| 5Y | +37.2% | +238.8% | -201.6% | -29.3% |
| 10Y | +156.6% | +350.2% | -193.6% | -7.0% |
| All | +333.9% | +4,537.3% | -4,203.4% | -39.2% |
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