+2,177.3%
RCL vs BUD
+201.1%
+1,976.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -5.1% | +0.3% | -5.4% | -5.3% |
| 30D | -19.0% | -5.7% | -13.3% | -15.2% |
| 3M | -9.6% | +3.1% | -12.7% | -12.2% |
| 6M | -6.7% | +7.9% | -14.6% | -13.0% |
| YTD | -3.9% | +27.3% | -31.3% | -22.1% |
| 1Y | -25.1% | +37.8% | -62.9% | -43.3% |
| 3Y | +179.1% | +49.8% | +129.3% | +83.4% |
| 5Y | +243.3% | +43.8% | +199.5% | +129.9% |
| 10Y | +325.8% | -22.6% | +348.4% | +329.5% |
| All | +2,177.3% | +201.1% | +1,976.2% | +432.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling