-9.9%
ABNB vs JCI
+96.3%
-106.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +4.2% |
| 7D | -1.7% | +3.2% | -4.9% | -3.4% |
| 30D | +11.8% | -8.6% | +20.4% | +15.5% |
| 3M | +0.9% | -7.7% | +8.6% | +3.2% |
| 6M | +40.5% | -2.6% | +43.0% | +37.1% |
| YTD | +37.6% | +17.4% | +20.3% | +18.0% |
| 1Y | +54.1% | +16.9% | +37.2% | +32.3% |
| 3Y | +56.8% | +186.7% | -130.0% | -31.4% |
| All | -9.9% | +96.3% | -106.1% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling