+366.9%
RCL vs BHP
+340.1%
+26.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +2.2% |
| 7D | +8.5% | +3.8% | +4.7% | +5.9% |
| 30D | +20.4% | -6.5% | +26.9% | +25.8% |
| 3M | +11.0% | -8.5% | +19.5% | +16.9% |
| 6M | +24.9% | -2.2% | +27.0% | +24.0% |
| YTD | +23.9% | +40.0% | -16.1% | -5.0% |
| 1Y | +30.8% | +51.3% | -20.5% | -5.1% |
| 3Y | +270.4% | +56.5% | +213.9% | +149.3% |
| 5Y | +296.1% | +130.2% | +165.9% | +82.9% |
| All | +366.9% | +340.1% | +26.8% | +50.7% |
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