+274.2%
RCL vs BUD
+49.3%
+224.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.8% |
| 7D | +6.5% | +4.5% | +2.1% | +5.2% |
| 30D | +15.9% | +12.5% | +3.4% | +11.8% |
| 3M | +2.7% | 0.0% | +2.7% | +2.6% |
| 6M | +15.2% | +3.8% | +11.4% | +13.6% |
| YTD | +19.2% | +33.1% | -13.8% | +10.2% |
| 1Y | +31.6% | +35.5% | -3.9% | +21.1% |
| 3Y | +274.2% | +49.4% | +224.8% | +232.3% |
| All | +274.2% | +49.3% | +224.8% | +232.3% |
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