+21.5%
HON vs RCL
+180.0%
-158.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -0.8% | -0.5% | -0.4% | -0.7% |
| 30D | -15.2% | -17.3% | +2.2% | -11.6% |
| 3M | -6.0% | -2.8% | -3.2% | -5.6% |
| 6M | -14.9% | -4.4% | -10.5% | -14.6% |
| YTD | +3.2% | -4.2% | +7.3% | +2.6% |
| 1Y | 0.0% | -23.4% | +23.4% | +4.0% |
| 3Y | +21.5% | +179.4% | -157.9% | -3.9% |
| All | +21.5% | +180.0% | -158.5% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling