+21.8%
RSP vs JCI
+27.0%
-5.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.3% | +8.1% | +2.5% |
| 7D | +2.7% | -10.7% | +13.4% | +4.0% |
| 30D | +5.8% | -10.4% | +16.2% | +7.0% |
| 3M | +1.8% | -8.3% | +10.1% | +2.6% |
| 6M | +11.6% | -2.1% | +13.7% | +11.2% |
| YTD | +18.0% | +18.4% | -0.4% | +14.8% |
| 1Y | +21.8% | +27.7% | -5.8% | +17.3% |
| All | +21.8% | +27.0% | -5.2% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling