+331.9%
RCL vs JBLU
-80.5%
+412.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.1% |
| 7D | -1.2% | +2.5% | -3.6% | -2.5% |
| 30D | +17.8% | +24.9% | -7.1% | +2.5% |
| 3M | +4.9% | -35.2% | +40.1% | +27.5% |
| 6M | +23.7% | -20.0% | +43.7% | +31.5% |
| YTD | +17.8% | -17.4% | +35.2% | +17.0% |
| 1Y | +28.9% | -13.0% | +41.9% | +23.7% |
| 3Y | +241.9% | -5.3% | +247.2% | +86.6% |
| 5Y | +295.4% | -75.2% | +370.6% | +484.5% |
| All | +331.9% | -80.5% | +412.4% | +543.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 10y: compounded portfolio wealth divided by compounded JBLU 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…
10y analysis · Full analysis span regression · 6 months rolling