+5,397.9%
ANET vs JCI
+352.6%
+5,045.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.3% |
| 7D | -1.3% | +0.4% | -1.7% | -1.5% |
| 30D | -4.5% | -7.7% | +3.2% | -0.2% |
| 3M | +24.5% | +2.8% | +21.8% | +23.4% |
| 6M | +35.4% | +7.2% | +28.1% | +31.0% |
| YTD | +44.2% | +20.0% | +24.3% | +31.2% |
| 1Y | +25.4% | +33.3% | -7.9% | +7.3% |
| 3Y | +284.8% | +161.3% | +123.5% | +135.9% |
| 5Y | +761.7% | +108.8% | +652.9% | +475.2% |
| 10Y | +3,691.2% | +334.6% | +3,356.6% | +1,619.7% |
| All | +5,397.9% | +352.6% | +5,045.3% | +2,565.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling