+361.6%
PSX vs RRC
+73.1%
+288.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.6% |
| 7D | +7.8% | +6.4% | +1.4% | +6.0% |
| 30D | -10.9% | +23.9% | -34.8% | -16.3% |
| 3M | +14.5% | +30.2% | -15.7% | +6.0% |
| 6M | +56.1% | +26.3% | +29.9% | +45.5% |
| YTD | +109.6% | +48.1% | +61.5% | +87.1% |
| 1Y | +95.5% | +37.7% | +57.8% | +77.8% |
| 3Y | +156.2% | +60.3% | +95.9% | +120.8% |
| 5Y | +310.0% | +135.3% | +174.7% | +209.3% |
| All | +361.6% | +73.1% | +288.6% | +168.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling