-1.0%
ADBE vs JCI
+1.7%
-2.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | -0.4% |
| 7D | -3.2% | +8.4% | -11.6% | +1.2% |
| 30D | +1.0% | -8.9% | +9.9% | -3.6% |
| 3M | -7.8% | -6.4% | -1.4% | -9.7% |
| 6M | -1.0% | +1.6% | -2.6% | +3.2% |
| All | -1.0% | +1.7% | -2.6% | +3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling