+292.2%
RCL vs HDB
-23.2%
+315.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | -1.2% | +2.7% | -3.9% | -2.5% |
| 30D | +17.8% | +14.1% | +3.7% | +10.0% |
| 3M | +4.9% | +11.8% | -6.9% | -1.3% |
| 6M | +23.7% | +8.2% | +15.6% | +17.3% |
| YTD | +17.8% | -29.3% | +47.1% | +38.9% |
| 1Y | +28.9% | -28.8% | +57.7% | +51.2% |
| 3Y | +241.9% | -7.5% | +249.3% | +233.7% |
| All | +292.2% | -23.2% | +315.4% | +301.3% |
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