+30.8%
RCL vs PSX
+87.5%
-56.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.6% |
| 7D | +8.5% | -7.8% | +16.3% | +5.5% |
| 30D | +20.4% | -9.9% | +30.3% | +16.4% |
| 3M | +11.0% | +16.9% | -5.9% | +17.5% |
| 6M | +24.9% | +48.0% | -23.1% | +43.6% |
| YTD | +23.9% | +98.3% | -74.5% | +37.0% |
| 1Y | +30.8% | +86.2% | -55.3% | +47.9% |
| All | +30.8% | +87.5% | -56.7% | +47.9% |
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