+360.5%
RCL vs BIDU
-50.9%
+411.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.4% | -1.4% |
| 7D | +0.6% | -0.8% | +1.4% | +0.9% |
| 30D | +19.4% | -5.4% | +24.8% | +21.6% |
| 3M | +9.8% | -24.7% | +34.5% | +19.5% |
| 6M | +28.6% | -45.3% | +73.9% | +54.1% |
| YTD | +22.2% | -39.0% | +61.1% | +39.6% |
| 1Y | +29.7% | -39.6% | +69.3% | +47.8% |
| 3Y | +265.3% | -24.7% | +290.0% | +260.8% |
| 5Y | +301.8% | -52.3% | +354.1% | +334.4% |
| 10Y | +360.5% | -51.1% | +411.5% | +278.6% |
| All | +360.5% | -50.9% | +411.4% | +278.6% |
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