+292.2%
RCL vs JCI
+96.3%
+195.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.9% |
| 7D | -1.2% | +3.2% | -4.4% | -3.4% |
| 30D | +17.8% | -8.6% | +26.4% | +23.8% |
| 3M | +4.9% | -7.7% | +12.7% | +9.1% |
| 6M | +23.7% | -2.6% | +26.3% | +22.1% |
| YTD | +17.8% | +17.4% | +0.5% | -0.3% |
| 1Y | +28.9% | +16.9% | +12.0% | +9.2% |
| 3Y | +241.9% | +186.7% | +55.1% | +34.7% |
| All | +292.2% | +96.3% | +195.9% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling