+31.5%
RCL vs BUD
+35.8%
-4.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.3% |
| 7D | +8.5% | +6.0% | +2.5% | +5.4% |
| 30D | +20.4% | +11.3% | +9.1% | +13.8% |
| 3M | +11.0% | +3.6% | +7.4% | +9.3% |
| 6M | +24.9% | +7.7% | +17.1% | +18.9% |
| YTD | +23.9% | +36.4% | -12.5% | -5.4% |
| All | +31.5% | +35.8% | -4.3% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling