+426.3%
RCL vs HUBS
+629.7%
-203.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.7% |
| 7D | -0.5% | -4.3% | +3.8% | +0.9% |
| 30D | -17.3% | +14.2% | -31.6% | -21.7% |
| 3M | -2.8% | +15.5% | -18.3% | -10.2% |
| 6M | -4.4% | -18.9% | +14.5% | -3.7% |
| YTD | -4.2% | -40.1% | +35.9% | +5.2% |
| 1Y | -23.4% | -51.8% | +28.4% | -10.0% |
| 3Y | +179.4% | -55.2% | +234.6% | +227.8% |
| 5Y | +238.8% | -64.7% | +303.4% | +290.0% |
| 10Y | +350.2% | +327.0% | +23.2% | +112.9% |
| All | +426.3% | +629.7% | -203.4% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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