+372.3%
C vs PSX
+1,093.9%
-721.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -2.4% | -13.1% | +10.7% | +4.4% |
| 30D | -6.0% | -9.5% | +3.6% | -2.0% |
| 3M | -10.5% | +20.2% | -30.7% | -19.5% |
| 6M | -5.7% | +44.9% | -50.6% | -23.7% |
| YTD | +4.1% | +94.4% | -90.3% | -29.0% |
| 1Y | +20.5% | +83.1% | -62.6% | -15.5% |
| 3Y | +208.1% | +132.2% | +76.0% | +84.3% |
| 5Y | +110.4% | +278.8% | -168.4% | -8.9% |
| 10Y | +234.6% | +354.2% | -119.5% | +20.6% |
| All | +372.3% | +1,093.9% | -721.6% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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