-23.5%
RCL vs PSX
+104.4%
-127.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.6% |
| 7D | -2.2% | +1.8% | -4.0% | -1.7% |
| 30D | -15.7% | +21.6% | -37.3% | -10.7% |
| 3M | -8.0% | +46.5% | -54.4% | +3.0% |
| 6M | -10.1% | +62.0% | -72.1% | +1.2% |
| YTD | -5.9% | +106.3% | -112.2% | +1.7% |
| 1Y | -23.5% | +103.0% | -126.5% | -16.8% |
| All | -23.5% | +104.4% | -127.9% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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