+342.5%
RCL vs JCI
+323.6%
+19.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -0.9% |
| 7D | -2.2% | +4.1% | -6.3% | -5.7% |
| 30D | -15.7% | -3.8% | -11.8% | -13.0% |
| 3M | -8.0% | -1.6% | -6.3% | -7.9% |
| 6M | -10.1% | +9.5% | -19.7% | -19.1% |
| YTD | -5.9% | +21.7% | -27.6% | -24.0% |
| 1Y | -23.5% | +37.1% | -60.6% | -45.3% |
| 3Y | +174.4% | +165.2% | +9.2% | 0.0% |
| 5Y | +227.1% | +110.3% | +116.9% | +45.6% |
| 10Y | +342.5% | +341.0% | +1.5% | -14.3% |
| All | +342.5% | +323.6% | +19.0% | -14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling