+375.0%
RCL vs PSA
+131.0%
+244.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.1% |
| 7D | +8.5% | +0.8% | +7.8% | +8.2% |
| 30D | +20.4% | +15.9% | +4.5% | +12.8% |
| 3M | +11.0% | +4.2% | +6.8% | +9.0% |
| 6M | +24.9% | +10.1% | +14.7% | +19.4% |
| YTD | +23.9% | +33.3% | -9.5% | +8.8% |
| 1Y | +30.8% | +28.2% | +2.6% | +16.9% |
| 3Y | +270.4% | +54.9% | +215.5% | +197.2% |
| 5Y | +296.1% | +28.3% | +267.8% | +241.6% |
| 10Y | +375.0% | +134.1% | +241.0% | +223.5% |
| All | +375.0% | +131.0% | +244.0% | +223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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