+1,056.9%
RCL vs PSX
+1,139.4%
-82.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -5.1% | +4.5% | -9.6% | -7.5% |
| 30D | -19.0% | +26.6% | -45.6% | -29.6% |
| 3M | -9.6% | +39.3% | -48.8% | -26.4% |
| 6M | -6.7% | +56.8% | -63.5% | -31.0% |
| YTD | -3.9% | +101.8% | -105.7% | -39.8% |
| 1Y | -25.1% | +99.6% | -124.7% | -53.1% |
| 3Y | +179.1% | +140.3% | +38.8% | +47.9% |
| 5Y | +243.3% | +339.3% | -96.0% | +13.5% |
| 10Y | +325.8% | +369.9% | -44.1% | +35.3% |
| All | +1,056.9% | +1,139.4% | -82.5% | +167.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling