+94.0%
PSX vs RRC
+35.3%
+58.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +6.4% | +2.5% | +3.9% | +5.6% |
| 30D | -10.2% | +21.1% | -31.3% | -16.7% |
| 3M | +17.2% | +28.4% | -11.2% | +5.7% |
| 6M | +51.8% | +26.5% | +25.3% | +37.7% |
| YTD | +108.0% | +47.0% | +61.0% | +83.8% |
| All | +94.0% | +35.3% | +58.7% | +75.0% |
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 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