+4,549.4%
RCL vs HUBB
+62,995.1%
-58,445.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.1% |
| 7D | -5.1% | +0.5% | -5.6% | -5.1% |
| 30D | -19.0% | -10.0% | -9.0% | -18.8% |
| 3M | -9.6% | -4.8% | -4.8% | -9.5% |
| 6M | -6.7% | -5.6% | -1.1% | -6.6% |
| YTD | -3.9% | +4.7% | -8.6% | -4.0% |
| 1Y | -25.1% | +6.7% | -31.8% | -25.2% |
| 3Y | +179.1% | +45.8% | +133.4% | +177.1% |
| 5Y | +243.3% | +145.9% | +97.4% | +237.6% |
| 10Y | +325.8% | +418.6% | -92.8% | +315.1% |
| All | +4,549.4% | +62,995.1% | -58,445.7% | +4,717.4% |
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