+2,681.5%
RCL vs BUD
+214.2%
+2,467.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.7% | -3.7% |
| 7D | -0.2% | -1.6% | +1.4% | +1.0% |
| 30D | +14.4% | +6.7% | +7.7% | +8.2% |
| 3M | +5.2% | +5.9% | -0.7% | -0.5% |
| 6M | +26.1% | +5.1% | +21.1% | +19.4% |
| YTD | +17.4% | +32.9% | -15.5% | -8.8% |
| 1Y | +24.7% | +31.8% | -7.2% | -2.4% |
| 3Y | +250.9% | +47.4% | +203.6% | +134.2% |
| 5Y | +293.8% | +50.8% | +243.0% | +153.9% |
| 10Y | +342.4% | -5.1% | +347.4% | +279.0% |
| All | +2,681.5% | +214.2% | +2,467.3% | +522.9% |
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 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