+93.0%
PSX vs RIG
+27.0%
+65.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +2.4% |
| 7D | -0.4% | -2.6% | +2.2% | +0.4% |
| 30D | -8.1% | -5.2% | -2.9% | -6.8% |
| 3M | +15.9% | -8.6% | +24.5% | +18.3% |
| 6M | +49.4% | -18.9% | +68.3% | +56.2% |
| YTD | +104.7% | +28.6% | +76.1% | +82.1% |
| All | +93.0% | +27.0% | +65.9% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling