+270.4%
RCL vs JD
+21.0%
+249.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +8.5% | +5.2% | +3.3% | +7.7% |
| 30D | +20.4% | +4.5% | +15.9% | +19.6% |
| 3M | +11.0% | -15.4% | +26.4% | +13.5% |
| 6M | +24.9% | -6.0% | +30.9% | +25.6% |
| YTD | +23.9% | +2.2% | +21.7% | +23.1% |
| 1Y | +30.8% | -6.7% | +37.5% | +31.4% |
| 3Y | +270.4% | +20.5% | +249.9% | +264.0% |
| All | +270.4% | +21.0% | +249.3% | +264.0% |
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 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