+274.2%
RCL vs PSA
+50.8%
+223.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.8% |
| 7D | +6.5% | +3.9% | +2.6% | +4.8% |
| 30D | +15.9% | +19.7% | -3.8% | +7.4% |
| 3M | +2.7% | +4.3% | -1.6% | +0.8% |
| 6M | +15.2% | +11.4% | +3.9% | +9.8% |
| YTD | +19.2% | +33.9% | -14.7% | +5.4% |
| 1Y | +31.6% | +28.3% | +3.3% | +18.2% |
| 3Y | +274.2% | +53.5% | +220.7% | +181.6% |
| All | +274.2% | +50.8% | +223.4% | +181.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling