+1,391.4%
RCL vs PSX
+1,118.1%
+273.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | +8.5% | -7.8% | +16.3% | +13.2% |
| 30D | +20.4% | -9.9% | +30.3% | +26.2% |
| 3M | +11.0% | +16.9% | -5.9% | -0.3% |
| 6M | +24.9% | +48.0% | -23.1% | -4.0% |
| YTD | +23.9% | +98.3% | -74.5% | -22.8% |
| 1Y | +30.8% | +86.2% | -55.3% | -15.5% |
| 3Y | +270.4% | +144.0% | +126.4% | +92.1% |
| 5Y | +296.1% | +287.7% | +8.4% | +41.3% |
| 10Y | +375.0% | +338.3% | +36.7% | +52.9% |
| All | +1,391.4% | +1,118.1% | +273.3% | +242.9% |
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 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