+3,847.4%
ANET vs JCI
+348.5%
+3,498.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.2% | +3.4% | +4.3% |
| 7D | +3.0% | +0.7% | +2.3% | +2.6% |
| 30D | -5.2% | -4.4% | -0.7% | -2.6% |
| 3M | +27.6% | +1.7% | +25.9% | +27.1% |
| 6M | +44.4% | +8.8% | +35.6% | +38.4% |
| YTD | +52.3% | +22.6% | +29.7% | +36.4% |
| 1Y | +30.4% | +36.2% | -5.8% | +9.6% |
| 3Y | +313.3% | +168.0% | +145.2% | +145.6% |
| 5Y | +810.0% | +113.5% | +696.6% | +490.2% |
| All | +3,847.4% | +348.5% | +3,498.9% | +1,621.4% |
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