+5,601.3%
RCL vs HUBB
+59,744.0%
-54,142.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -1.2% | +1.8% | -2.9% | -1.2% |
| 30D | +17.8% | -7.7% | +25.5% | +18.0% |
| 3M | +4.9% | -13.6% | +18.5% | +5.2% |
| 6M | +23.7% | -9.1% | +32.8% | +23.9% |
| YTD | +17.8% | -0.7% | +18.6% | +17.8% |
| 1Y | +28.9% | +1.1% | +27.9% | +28.9% |
| 3Y | +241.9% | +56.2% | +185.7% | +238.9% |
| 5Y | +295.4% | +126.6% | +168.8% | +289.4% |
| 10Y | +344.1% | +384.6% | -40.4% | +333.4% |
| All | +5,601.3% | +59,744.0% | -54,142.7% | +5,812.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling