+342.5%
RCL vs BIDU
-50.6%
+393.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -2.2% | -2.4% | +0.2% | -1.6% |
| 30D | -15.7% | -16.0% | +0.3% | -11.3% |
| 3M | -8.0% | -24.0% | +16.0% | -0.4% |
| 6M | -10.1% | -24.9% | +14.7% | -3.0% |
| YTD | -5.9% | -29.6% | +23.7% | +2.8% |
| 1Y | -23.5% | -15.2% | -8.3% | -23.2% |
| 3Y | +174.4% | -32.2% | +206.5% | +183.8% |
| 5Y | +227.1% | -43.8% | +270.9% | +232.1% |
| 10Y | +342.5% | -49.5% | +392.0% | +260.3% |
| All | +342.5% | -50.6% | +393.2% | +260.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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