+215.6%
RSP vs JCI
+303.0%
-87.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.8% | -2.5% | +0.2% |
| 7D | +0.4% | -3.4% | +3.9% | +1.6% |
| 30D | +3.7% | -10.1% | +13.8% | +7.9% |
| 3M | +0.8% | -6.8% | +7.6% | +2.7% |
| 6M | +9.1% | +2.0% | +7.1% | +5.9% |
| YTD | +16.7% | +19.2% | -2.5% | +4.5% |
| 1Y | +19.7% | +16.7% | +2.9% | +8.1% |
| 3Y | +66.7% | +194.3% | -127.6% | -7.7% |
| 5Y | +48.7% | +103.0% | -54.4% | -2.8% |
| 10Y | +215.6% | +301.7% | -86.2% | +28.5% |
| All | +215.6% | +303.0% | -87.5% | +28.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling