+281.6%
RCL vs PSX
+289.8%
-8.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.0% | 0.0% | +2.2% |
| 7D | +5.0% | -8.0% | +13.0% | +7.3% |
| 30D | +19.4% | -9.0% | +28.4% | +22.0% |
| 3M | +5.9% | +24.7% | -18.8% | -2.4% |
| 6M | +23.8% | +49.3% | -25.5% | +6.4% |
| YTD | +22.8% | +100.2% | -77.4% | -8.5% |
| 1Y | +34.3% | +88.8% | -54.6% | +2.4% |
| 3Y | +276.4% | +152.5% | +123.9% | +143.0% |
| 5Y | +281.6% | +283.2% | -1.6% | +83.8% |
| All | +281.6% | +289.8% | -8.3% | +83.8% |
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 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