+375.0%
RCL vs PH
+737.8%
-362.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | 0.0% |
| 7D | +8.5% | +2.1% | +6.4% | +6.0% |
| 30D | +20.4% | +0.3% | +20.1% | +19.0% |
| 3M | +11.0% | -8.8% | +19.8% | +19.6% |
| 6M | +24.9% | +10.0% | +14.8% | +11.1% |
| YTD | +23.9% | +10.5% | +13.4% | +9.4% |
| 1Y | +30.8% | +15.5% | +15.3% | +10.9% |
| 3Y | +270.4% | +136.4% | +134.0% | +50.8% |
| 5Y | +296.1% | +213.6% | +82.5% | +20.2% |
| 10Y | +375.0% | +713.9% | -338.9% | -27.4% |
| All | +375.0% | +737.8% | -362.8% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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