+5,893.7%
RCL vs JCI
+2,626.4%
+3,267.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +8.5% | -5.9% | +14.4% | +11.0% |
| 30D | +20.4% | -10.4% | +30.8% | +25.5% |
| 3M | +11.0% | -6.1% | +17.1% | +13.1% |
| 6M | +24.9% | +1.7% | +23.1% | +22.3% |
| YTD | +23.9% | +18.9% | +5.0% | +13.0% |
| 1Y | +30.8% | +16.1% | +14.7% | +20.6% |
| 3Y | +270.4% | +187.8% | +82.6% | +130.6% |
| 5Y | +296.1% | +103.2% | +192.9% | +187.9% |
| 10Y | +375.0% | +288.2% | +86.8% | +178.5% |
| All | +5,893.7% | +2,626.4% | +3,267.4% | +1,506.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling