+1.7%
PEP vs RCL
-24.0%
+25.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +0.7% | -17.3% | +18.0% | +1.1% |
| 3M | -0.5% | -2.8% | +2.2% | -0.3% |
| 6M | -11.3% | -4.4% | -6.9% | -11.1% |
| YTD | -0.6% | -4.2% | +3.6% | -1.4% |
| 1Y | +1.7% | -23.4% | +25.0% | +3.3% |
| All | +1.7% | -24.0% | +25.7% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RCL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling