+5,862.5%
RCL vs HBM
+470.7%
+5,391.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | +0.6% | -1.3% | +1.9% | +0.9% |
| 30D | +19.4% | -14.8% | +34.3% | +25.1% |
| 3M | +9.8% | -20.7% | +30.5% | +16.6% |
| 6M | +28.6% | -13.9% | +42.6% | +30.5% |
| YTD | +22.2% | +10.6% | +11.5% | +12.1% |
| 1Y | +29.7% | +32.4% | -2.6% | +12.0% |
| 3Y | +265.3% | +432.0% | -166.7% | +86.2% |
| 5Y | +301.8% | +205.5% | +96.3% | +131.1% |
| 10Y | +360.5% | +291.1% | +69.4% | +94.3% |
| All | +5,862.5% | +470.7% | +5,391.7% | +1,014.3% |
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