+26.1%
RCL vs HUBB
-9.9%
+36.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -3.7% |
| 7D | -0.2% | +4.6% | -4.8% | -1.0% |
| 30D | +14.4% | -8.4% | +22.7% | +16.2% |
| 3M | +5.2% | -14.3% | +19.5% | +8.4% |
| 6M | +26.1% | -9.3% | +35.5% | +25.5% |
| All | +26.1% | -9.9% | +36.0% | +25.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling