-59.6%
ADBE vs JCI
+192.8%
-252.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | -3.2% | +8.4% | -11.6% | -3.2% |
| 30D | +1.0% | -8.9% | +9.9% | +1.1% |
| 3M | -7.8% | -6.4% | -1.4% | -7.7% |
| 6M | -1.0% | +1.6% | -2.6% | -1.9% |
| YTD | -31.8% | +20.1% | -51.9% | -35.7% |
| 1Y | -29.2% | +17.2% | -46.5% | -32.8% |
| All | -59.6% | +192.8% | -252.4% | -69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling