+122,851.6%
AAPL vs JCI
+2,331.5%
+120,520.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -3.0% |
| 7D | +0.1% | +3.8% | -3.7% | -0.9% |
| 30D | +3.0% | -5.7% | +8.6% | +4.5% |
| 3M | +2.9% | -1.4% | +4.3% | +2.7% |
| 6M | +22.1% | +4.1% | +18.0% | +19.7% |
| YTD | +18.0% | +21.7% | -3.7% | +10.8% |
| 1Y | +33.9% | +36.1% | -2.2% | +21.7% |
| 3Y | +71.2% | +154.4% | -83.3% | +30.0% |
| 5Y | +112.6% | +112.0% | +0.6% | +68.0% |
| 10Y | +1,198.8% | +322.2% | +876.5% | +742.6% |
| All | +122,851.6% | +2,331.5% | +120,520.1% | +38,977.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling