+3.1%
HON vs RCL
+233.3%
-230.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.2% |
| 7D | -0.6% | -2.2% | +1.6% | -0.1% |
| 30D | -15.4% | -15.7% | +0.3% | -12.6% |
| 3M | -9.1% | -8.0% | -1.2% | -7.9% |
| 6M | -17.1% | -10.1% | -6.9% | -15.8% |
| YTD | +1.5% | -5.9% | +7.4% | +1.5% |
| 1Y | -1.3% | -23.5% | +22.2% | +2.2% |
| 3Y | +19.5% | +174.4% | -154.8% | -3.2% |
| 5Y | +3.1% | +227.1% | -224.1% | -22.0% |
| All | +3.1% | +233.3% | -230.2% | -22.0% |
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