+234.8%
RCL vs HDB
-35.4%
+270.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | -5.1% | +0.4% | -5.5% | -5.3% |
| 30D | -19.0% | -2.8% | -16.2% | -17.9% |
| 3M | -9.6% | -3.5% | -6.0% | -8.6% |
| 6M | -6.7% | -24.7% | +18.0% | +6.9% |
| YTD | -3.9% | -36.6% | +32.6% | +19.7% |
| 1Y | -25.1% | -34.4% | +9.3% | -8.5% |
| 3Y | +179.1% | -24.4% | +203.5% | +207.3% |
| All | +234.8% | -35.4% | +270.2% | +264.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling