+15.9%
ABNB vs JCI
+250.1%
-234.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.5% |
| 7D | -9.5% | +0.4% | -9.9% | -9.7% |
| 30D | -9.4% | -7.7% | -1.6% | -5.9% |
| 3M | +29.9% | +2.8% | +27.1% | +26.3% |
| 6M | +26.6% | +7.2% | +19.3% | +18.8% |
| YTD | +23.5% | +20.0% | +3.6% | +7.9% |
| 1Y | +35.8% | +33.3% | +2.6% | +10.7% |
| 3Y | +15.0% | +161.3% | -146.3% | -39.9% |
| 5Y | +1.5% | +108.8% | -107.3% | -45.1% |
| All | +15.9% | +250.1% | -234.3% | -36.1% |
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