+180.6%
RCL vs BUD
+50.2%
+130.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.1% | +0.3% | -5.4% | -5.2% |
| 30D | -19.0% | -5.7% | -13.3% | -17.5% |
| 3M | -9.6% | +3.1% | -12.7% | -10.5% |
| 6M | -6.7% | +7.9% | -14.6% | -9.2% |
| YTD | -3.9% | +27.3% | -31.3% | -10.1% |
| 1Y | -25.1% | +37.8% | -62.9% | -31.1% |
| All | +180.6% | +50.2% | +130.4% | +143.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling