+226.6%
RCL vs HUBB
+148.7%
+77.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -2.5% | -1.7% | -0.8% | -1.5% |
| 30D | -15.7% | -12.7% | -3.0% | -8.7% |
| 3M | -3.6% | -2.9% | -0.7% | -3.2% |
| 6M | -8.7% | -4.8% | -3.9% | -8.1% |
| YTD | -6.2% | +2.8% | -8.9% | -10.3% |
| 1Y | -22.9% | +3.5% | -26.4% | -27.1% |
| 3Y | +173.6% | +43.5% | +130.0% | +100.2% |
| 5Y | +226.6% | +154.2% | +72.4% | +46.5% |
| All | +226.6% | +148.7% | +77.8% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling