+32.0%
RCL vs JCI
+27.0%
+5.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.3% | +12.6% | +8.4% |
| 7D | +11.7% | -10.7% | +22.4% | +15.8% |
| 30D | +21.1% | -10.4% | +31.5% | +25.3% |
| 3M | +2.9% | -8.3% | +11.1% | +5.3% |
| 6M | +29.8% | -2.1% | +32.0% | +29.3% |
| YTD | +21.4% | +18.4% | +3.0% | +12.7% |
| 1Y | +32.0% | +27.7% | +4.4% | +21.3% |
| All | +32.0% | +27.0% | +5.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling