+241.9%
RCL vs JBLU
-1.8%
+243.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | -1.2% | +2.5% | -3.6% | -1.7% |
| 30D | +17.8% | +24.9% | -7.1% | +11.5% |
| 3M | +4.9% | -35.2% | +40.1% | +13.8% |
| 6M | +23.7% | -20.0% | +43.7% | +27.9% |
| YTD | +17.8% | -17.4% | +35.2% | +20.1% |
| 1Y | +28.9% | -13.0% | +41.9% | +30.1% |
| 3Y | +241.9% | -5.3% | +247.2% | +215.0% |
| All | +241.9% | -1.8% | +243.7% | +215.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling