+379.0%
RCL vs JD
+31.7%
+347.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.5% | +5.5% | +3.6% |
| 7D | +5.0% | +7.9% | -3.0% | +2.9% |
| 30D | +19.4% | +4.8% | +14.6% | +18.0% |
| 3M | +5.9% | -13.9% | +19.9% | +9.6% |
| 6M | +23.8% | -5.8% | +29.6% | +24.8% |
| YTD | +22.8% | +2.4% | +20.4% | +21.2% |
| 1Y | +34.3% | -7.5% | +41.8% | +35.8% |
| 3Y | +276.4% | +20.9% | +255.6% | +231.6% |
| 5Y | +281.6% | -58.0% | +339.6% | +320.0% |
| 10Y | +379.0% | +28.9% | +350.1% | +267.0% |
| All | +379.0% | +31.7% | +347.3% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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