+95.3%
AAPL vs JCI
+186.2%
-90.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +0.9% |
| 7D | +4.1% | +3.2% | +1.0% | +3.4% |
| 30D | +4.0% | -8.6% | +12.6% | +5.7% |
| 3M | +16.8% | -7.7% | +24.5% | +18.2% |
| 6M | +19.4% | -2.6% | +22.0% | +18.2% |
| YTD | +31.5% | +17.4% | +14.1% | +21.6% |
| 1Y | +31.0% | +16.9% | +14.1% | +21.2% |
| 3Y | +95.3% | +186.7% | -91.5% | +44.7% |
| All | +95.3% | +186.2% | -90.9% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling