+99.6%
PSX vs RRC
+23.4%
+76.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | +4.5% | +1.3% | +3.2% | +4.1% |
| 30D | +26.6% | +10.1% | +16.5% | +22.3% |
| 3M | +39.3% | +4.0% | +35.3% | +36.9% |
| 6M | +56.8% | +1.6% | +55.2% | +56.6% |
| YTD | +101.8% | +19.7% | +82.1% | +94.2% |
| 1Y | +99.6% | +21.4% | +78.2% | +91.4% |
| All | +99.6% | +23.4% | +76.3% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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