+1,003.0%
BE vs JCI
+389.7%
+613.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.2% | +4.4% | +4.3% |
| 7D | +9.0% | +0.7% | +8.3% | +8.5% |
| 30D | +16.3% | -4.4% | +20.7% | +22.6% |
| 3M | +10.8% | +1.7% | +9.1% | +12.2% |
| 6M | +73.2% | +8.8% | +64.4% | +65.9% |
| YTD | +217.4% | +22.6% | +194.7% | +167.9% |
| 1Y | +309.8% | +36.2% | +273.6% | +218.8% |
| 3Y | +1,726.2% | +168.0% | +1,558.1% | +645.7% |
| 5Y | +1,306.2% | +113.5% | +1,192.7% | +602.1% |
| All | +1,003.0% | +389.7% | +613.3% | +89.2% |
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 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