+330.2%
RCL vs BIDU
-51.7%
+381.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.7% | -1.3% | -3.1% |
| 7D | -0.2% | -2.3% | +2.1% | +0.5% |
| 30D | +14.4% | -7.3% | +21.7% | +17.2% |
| 3M | +5.2% | -26.0% | +31.1% | +15.1% |
| 6M | +26.1% | -44.5% | +70.7% | +50.5% |
| YTD | +17.4% | -40.6% | +57.9% | +35.3% |
| 1Y | +24.7% | -39.8% | +64.5% | +42.3% |
| 3Y | +250.9% | -26.7% | +277.7% | +249.7% |
| 5Y | +293.8% | -54.5% | +348.3% | +333.4% |
| All | +330.2% | -51.7% | +381.9% | +253.4% |
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