+32.0%
RCL vs HBM
+47.3%
-15.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.6% | +2.7% | +5.6% |
| 7D | +11.7% | -5.8% | +17.5% | +13.0% |
| 30D | +21.1% | -18.5% | +39.6% | +25.9% |
| 3M | +2.9% | -10.3% | +13.2% | +4.2% |
| 6M | +29.8% | +2.1% | +27.7% | +25.8% |
| YTD | +21.4% | +12.0% | +9.4% | +15.0% |
| 1Y | +32.0% | +49.8% | -17.7% | +17.0% |
| All | +32.0% | +47.3% | -15.2% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling