+274.2%
RCL vs LH
+80.4%
+193.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +6.5% | +1.4% | +5.1% | +5.9% |
| 30D | +15.9% | +17.5% | -1.6% | +7.9% |
| 3M | +2.7% | +16.1% | -13.4% | -4.0% |
| 6M | +15.2% | +43.4% | -28.1% | -2.3% |
| YTD | +19.2% | +47.2% | -28.0% | -0.6% |
| 1Y | +31.6% | +50.1% | -18.5% | +8.9% |
| 3Y | +274.2% | +81.2% | +193.0% | +185.7% |
| All | +274.2% | +80.4% | +193.8% | +185.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 3y: compounded portfolio wealth divided by compounded LH 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…
3y analysis · Full analysis span regression · 6 months rolling