+1,756.0%
RCL vs HDB
+3,812.1%
-2,056.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.4% |
| 6M | -6.7% | -24.7% | +18.0% | +7.7% |
| YTD | -3.9% | -36.6% | +32.6% | +21.2% |
| 1Y | -25.1% | -34.4% | +9.3% | -7.4% |
| 3Y | +179.1% | -24.4% | +203.5% | +210.4% |
| 5Y | +243.3% | -35.4% | +278.7% | +309.7% |
| 10Y | +325.8% | +39.5% | +286.2% | +233.7% |
| All | +1,756.0% | +3,812.1% | -2,056.1% | +354.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling