+331.9%
RCL vs PSA
+132.6%
+199.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -1.2% | -1.4% | +0.3% | -0.5% |
| 30D | +17.8% | +15.2% | +2.7% | +10.8% |
| 3M | +4.9% | +2.2% | +2.7% | +4.0% |
| 6M | +23.7% | +11.7% | +12.1% | +17.6% |
| YTD | +17.8% | +32.0% | -14.2% | +4.0% |
| 1Y | +28.9% | +26.3% | +2.6% | +16.0% |
| 3Y | +241.9% | +52.4% | +189.5% | +176.4% |
| 5Y | +295.4% | +26.3% | +269.1% | +243.4% |
| All | +331.9% | +132.6% | +199.3% | +196.9% |
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