+2,771.6%
HON vs RCL
+4,549.4%
-1,777.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -3.6% | -5.1% | +1.5% | -2.3% |
| 30D | -15.3% | -19.0% | +3.7% | -10.4% |
| 3M | -7.9% | -9.6% | +1.7% | -5.7% |
| 6M | -18.1% | -6.7% | -11.4% | -17.3% |
| YTD | +3.8% | -3.9% | +7.8% | +3.2% |
| 1Y | +0.5% | -25.1% | +25.6% | +6.0% |
| 3Y | +19.8% | +179.1% | -159.3% | -14.0% |
| 5Y | +2.9% | +243.3% | -240.4% | -35.3% |
| 10Y | +134.6% | +325.8% | -191.1% | +15.8% |
| All | +2,771.6% | +4,549.4% | -1,777.8% | +503.4% |
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