+386.6%
PSX vs RRC
+4.5%
+382.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +1.8% | -1.7% | +3.6% | +2.3% |
| 30D | +21.6% | +3.6% | +18.0% | +20.5% |
| 3M | +46.5% | +8.8% | +37.6% | +43.0% |
| 6M | +62.0% | +0.8% | +61.2% | +61.6% |
| YTD | +106.3% | +19.0% | +87.4% | +96.6% |
| 1Y | +103.0% | +22.9% | +80.0% | +91.0% |
| 3Y | +135.5% | +32.3% | +103.2% | +114.6% |
| 5Y | +368.5% | +151.6% | +216.9% | +252.0% |
| 10Y | +386.6% | +5.5% | +381.1% | +219.0% |
| All | +386.6% | +4.5% | +382.0% | +219.0% |
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