+241.9%
RCL vs JD
+17.9%
+224.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.2% |
| 7D | -1.2% | -4.1% | +2.9% | -0.6% |
| 30D | +17.8% | +4.6% | +13.2% | +17.0% |
| 3M | +4.9% | -4.7% | +9.7% | +5.6% |
| 6M | +23.7% | -17.4% | +41.1% | +26.9% |
| YTD | +17.8% | +0.7% | +17.1% | +17.3% |
| 1Y | +28.9% | -5.9% | +34.8% | +29.4% |
| 3Y | +241.9% | +18.9% | +223.0% | +236.3% |
| All | +241.9% | +17.9% | +224.0% | +236.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling