+2,961.2%
HON vs RCL
+5,578.7%
-2,617.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.1% | -0.8% |
| 7D | +3.6% | -0.2% | +3.8% | +3.6% |
| 30D | +7.8% | +14.4% | -6.6% | +3.9% |
| 3M | -4.8% | +5.2% | -9.9% | -6.5% |
| 6M | -1.7% | +26.1% | -27.8% | -8.3% |
| YTD | +10.7% | +17.4% | -6.7% | +3.8% |
| 1Y | +7.8% | +24.7% | -16.9% | -0.8% |
| 3Y | +28.1% | +250.9% | -222.9% | -13.6% |
| 5Y | +12.2% | +293.8% | -281.7% | -32.0% |
| 10Y | +155.7% | +342.4% | -186.7% | +25.2% |
| All | +2,961.2% | +5,578.7% | -2,617.5% | +507.4% |
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