+4,589.6%
RCL vs HBM
+613.3%
+3,976.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -5.1% | -6.4% | +1.3% | -3.2% |
| 30D | -19.0% | +5.9% | -24.9% | -20.8% |
| 3M | -9.6% | -8.9% | -0.7% | -8.8% |
| 6M | -6.7% | +10.7% | -17.4% | -12.3% |
| YTD | -3.9% | +38.3% | -42.2% | -17.1% |
| 1Y | -25.1% | +121.3% | -146.4% | -45.3% |
| 3Y | +179.1% | +450.6% | -271.5% | +41.5% |
| 5Y | +243.3% | +338.0% | -94.7% | +76.0% |
| 10Y | +325.8% | +578.6% | -252.8% | +52.6% |
| All | +4,589.6% | +613.3% | +3,976.2% | +724.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling