-35.3%
BABA vs JCI
+27.0%
-62.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.3% | +11.2% | +6.0% |
| 7D | +4.3% | -10.7% | +15.0% | +6.5% |
| 30D | -5.0% | -10.4% | +5.4% | -3.1% |
| 3M | -18.4% | -8.3% | -10.1% | -17.3% |
| 6M | -20.3% | -2.1% | -18.1% | -20.9% |
| YTD | -27.5% | +18.4% | -45.9% | -30.3% |
| 1Y | -35.3% | +27.7% | -63.0% | -37.9% |
| All | -35.3% | +27.0% | -62.4% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling