+226.6%
RCL vs PSX
+357.6%
-131.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -2.5% | +1.5% | -4.0% | -2.9% |
| 30D | -15.7% | +15.8% | -31.5% | -19.6% |
| 3M | -3.6% | +43.0% | -46.6% | -14.8% |
| 6M | -8.7% | +61.1% | -69.7% | -24.0% |
| YTD | -6.2% | +104.5% | -110.7% | -29.9% |
| 1Y | -22.9% | +102.5% | -125.4% | -42.4% |
| 3Y | +173.6% | +133.5% | +40.1% | +84.9% |
| 5Y | +226.6% | +367.0% | -140.4% | +48.4% |
| All | +226.6% | +357.6% | -131.0% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling