+137.3%
ADBE vs JCI
+291.9%
-154.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.6% |
| 7D | +1.6% | +3.2% | -1.6% | +0.5% |
| 30D | +1.0% | -8.6% | +9.6% | +3.0% |
| 3M | -10.1% | -7.7% | -2.4% | -9.1% |
| 6M | +3.0% | -2.6% | +5.5% | +0.8% |
| YTD | -30.5% | +17.4% | -47.9% | -37.8% |
| 1Y | -27.1% | +16.9% | -44.1% | -34.8% |
| 3Y | -58.8% | +186.7% | -245.6% | -75.9% |
| 5Y | -63.0% | +95.4% | -158.4% | -74.9% |
| All | +137.3% | +291.9% | -154.5% | +9.2% |
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