+6,882.0%
AMD vs JCI
+312.8%
+6,569.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +3.4% |
| 7D | +2.6% | +3.8% | -1.3% | 0.0% |
| 30D | -0.9% | -5.7% | +4.7% | +3.0% |
| 3M | -8.7% | -1.4% | -7.3% | -6.9% |
| 6M | +136.3% | +4.1% | +132.2% | +132.6% |
| YTD | +123.0% | +21.7% | +101.3% | +97.5% |
| 1Y | +195.2% | +36.1% | +159.0% | +144.0% |
| 3Y | +336.3% | +154.4% | +181.9% | +143.1% |
| 5Y | +334.5% | +112.0% | +222.4% | +164.2% |
| All | +6,882.0% | +312.8% | +6,569.2% | +2,475.3% |
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 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