+173.9%
RCL vs JHX
-4.5%
+178.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | -1.9% | -6.3% | +4.4% | 0.0% |
| 30D | -15.5% | -7.7% | -7.8% | -13.6% |
| 3M | -9.7% | +19.2% | -28.8% | -14.6% |
| 6M | -8.7% | +38.3% | -47.0% | -17.5% |
| YTD | -5.8% | +37.2% | -43.0% | -14.7% |
| 1Y | -24.5% | +42.3% | -66.7% | -32.5% |
| 3Y | +173.9% | -4.4% | +178.3% | +142.8% |
| All | +173.9% | -4.5% | +178.4% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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