+3,026.6%
HON vs RCL
+5,893.7%
-2,867.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | +1.9% | +8.5% | -6.7% | -0.3% |
| 30D | +9.9% | +20.4% | -10.5% | +4.5% |
| 3M | -5.8% | +11.0% | -16.8% | -8.8% |
| 6M | +3.0% | +24.9% | -21.9% | -3.8% |
| YTD | +13.1% | +23.9% | -10.8% | +4.6% |
| 1Y | +13.2% | +30.8% | -17.7% | +2.9% |
| 3Y | +30.8% | +270.4% | -239.6% | -13.0% |
| 5Y | +13.0% | +296.1% | -283.1% | -31.5% |
| 10Y | +161.3% | +375.0% | -213.7% | +25.5% |
| All | +3,026.6% | +5,893.7% | -2,867.2% | +511.6% |
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