+2,325.1%
ACN vs JCI
+165.6%
+2,159.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | 0.0% | -1.1% |
| 7D | -5.7% | +8.4% | -14.2% | -7.7% |
| 30D | +17.0% | -8.9% | +25.9% | +18.9% |
| 3M | +39.9% | -6.4% | +46.3% | +40.5% |
| 6M | +50.2% | +1.6% | +48.6% | +46.2% |
| YTD | -4.2% | +20.1% | -24.2% | -11.7% |
| 1Y | +4.3% | +17.2% | -12.9% | -3.4% |
| 3Y | -17.1% | +190.7% | -207.8% | -41.0% |
| 5Y | -26.5% | +99.9% | -126.4% | -42.5% |
| 10Y | +147.7% | +301.8% | -154.1% | +58.9% |
| All | +2,325.1% | +165.6% | +2,159.6% | +1,365.5% |
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 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