+31.5%
RCL vs BIDU
-40.1%
+71.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.2% |
| 7D | +8.5% | +3.6% | +5.0% | +7.7% |
| 30D | +20.4% | -6.6% | +27.0% | +22.0% |
| 3M | +11.0% | -27.2% | +38.2% | +18.2% |
| 6M | +24.9% | -43.5% | +68.3% | +40.7% |
| YTD | +23.9% | -39.0% | +62.9% | +35.0% |
| All | +31.5% | -40.1% | +71.6% | +43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling