+366.9%
RCL vs BUD
-2.2%
+369.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | 0.0% |
| 7D | +8.5% | +6.0% | +2.5% | +3.6% |
| 30D | +20.4% | +11.3% | +9.1% | +10.1% |
| 3M | +11.0% | +3.6% | +7.4% | +6.9% |
| 6M | +24.9% | +7.7% | +17.1% | +15.8% |
| YTD | +23.9% | +36.4% | -12.5% | -5.9% |
| 1Y | +30.8% | +37.8% | -7.0% | -1.5% |
| 3Y | +270.4% | +51.2% | +219.2% | +139.9% |
| 5Y | +296.1% | +53.4% | +242.7% | +147.8% |
| All | +366.9% | -2.2% | +369.1% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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