+5,601.3%
RCL vs BDX
+5,339.0%
+262.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | -1.2% | +2.9% | -4.1% | -2.2% |
| 30D | +17.8% | +15.4% | +2.4% | +11.8% |
| 3M | +4.9% | +20.5% | -15.6% | -2.3% |
| 6M | +23.7% | +53.2% | -29.5% | +5.2% |
| YTD | +17.8% | +45.7% | -27.9% | +1.7% |
| 1Y | +28.9% | +47.3% | -18.3% | +10.9% |
| 3Y | +241.9% | +25.1% | +216.8% | +206.2% |
| 5Y | +295.4% | +27.4% | +268.0% | +248.9% |
| 10Y | +344.1% | +95.4% | +248.8% | +223.5% |
| All | +5,601.3% | +5,339.0% | +262.3% | +1,946.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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