+132.4%
HOOD vs RCL
+318.1%
-185.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +2.6% |
| 7D | -4.8% | +6.5% | -11.3% | -7.7% |
| 30D | -26.1% | +15.9% | -42.0% | -31.2% |
| 3M | -10.8% | +2.7% | -13.5% | -12.5% |
| 6M | +2.4% | +15.2% | -12.9% | -6.4% |
| YTD | -28.5% | +19.2% | -47.7% | -37.5% |
| 1Y | -36.3% | +31.6% | -67.9% | -47.7% |
| 3Y | +743.7% | +274.2% | +469.5% | +336.2% |
| 5Y | +118.6% | +250.1% | -131.5% | -18.1% |
| All | +132.4% | +318.1% | -185.7% | +11.5% |
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