+350.2%
RCL vs HDB
+34.0%
+316.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.8% | +1.5% |
| 7D | -0.5% | -2.0% | +1.6% | +0.7% |
| 30D | -17.3% | -4.9% | -12.5% | -15.0% |
| 3M | -2.8% | -2.3% | -0.5% | -2.3% |
| 6M | -4.4% | -23.7% | +19.3% | +11.5% |
| YTD | -4.2% | -38.5% | +34.3% | +26.8% |
| 1Y | -23.4% | -36.5% | +13.1% | -0.8% |
| 3Y | +179.4% | -28.5% | +207.8% | +223.6% |
| 5Y | +238.8% | -37.4% | +276.1% | +316.4% |
| 10Y | +350.2% | +34.0% | +316.1% | +260.9% |
| All | +350.2% | +34.0% | +316.2% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling