+32.0%
RCL vs HCA
+11.2%
+20.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.3% | -4.0% | +5.6% |
| 7D | +11.7% | +10.2% | +1.4% | +10.8% |
| 30D | +21.1% | +17.4% | +3.7% | +19.9% |
| 3M | +2.9% | +27.7% | -24.8% | +1.3% |
| 6M | +29.8% | +20.0% | +9.8% | +26.5% |
| YTD | +21.4% | +10.0% | +11.4% | +17.1% |
| 1Y | +32.0% | +9.0% | +23.0% | +25.7% |
| All | +32.0% | +11.2% | +20.9% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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