+342.5%
RCL vs BHP
+503.2%
-160.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | -2.2% | +0.9% | -3.1% | -2.8% |
| 30D | -15.7% | +4.0% | -19.7% | -18.1% |
| 3M | -8.0% | +11.3% | -19.2% | -15.3% |
| 6M | -10.1% | +29.3% | -39.5% | -25.5% |
| YTD | -5.9% | +59.2% | -65.1% | -33.2% |
| 1Y | -23.5% | +80.8% | -104.3% | -50.7% |
| 3Y | +174.4% | +88.0% | +86.4% | +64.0% |
| 5Y | +227.1% | +126.6% | +100.5% | +57.6% |
| 10Y | +342.5% | +515.7% | -173.2% | +31.8% |
| All | +342.5% | +503.2% | -160.7% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling