+32.0%
RCL vs HUBB
-4.0%
+36.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.5% | +8.8% | +7.3% |
| 7D | +11.7% | +0.2% | +11.5% | +11.4% |
| 30D | +21.1% | -8.8% | +30.0% | +25.3% |
| 3M | +2.9% | -12.5% | +15.4% | +8.2% |
| 6M | +29.8% | -14.5% | +44.4% | +37.4% |
| YTD | +21.4% | -0.4% | +21.9% | +11.2% |
| 1Y | +32.0% | -3.4% | +35.5% | +24.1% |
| All | +32.0% | -4.0% | +36.0% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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