+296.1%
RCL vs BIDU
-50.7%
+346.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.3% |
| 7D | +8.5% | +3.6% | +5.0% | +7.6% |
| 30D | +20.4% | -6.6% | +27.0% | +22.5% |
| 3M | +11.0% | -27.2% | +38.2% | +19.8% |
| 6M | +24.9% | -43.5% | +68.3% | +43.1% |
| YTD | +23.9% | -39.0% | +62.9% | +38.0% |
| 1Y | +30.8% | -39.8% | +70.6% | +45.7% |
| 3Y | +270.4% | -24.8% | +295.2% | +267.3% |
| 5Y | +296.1% | -50.7% | +346.8% | +327.7% |
| All | +296.1% | -50.7% | +346.8% | +327.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling