+220.1%
C vs JCI
+303.0%
-82.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.8% | -2.3% | -0.6% |
| 7D | -0.9% | -3.4% | +2.5% | +0.9% |
| 30D | -5.4% | -10.1% | +4.7% | +0.3% |
| 3M | -9.2% | -6.8% | -2.4% | -6.4% |
| 6M | -1.8% | +2.0% | -3.8% | -5.5% |
| YTD | +6.7% | +19.2% | -12.5% | -8.3% |
| 1Y | +23.5% | +16.7% | +6.8% | +7.5% |
| 3Y | +219.8% | +194.3% | +25.5% | +42.4% |
| 5Y | +112.4% | +103.0% | +9.4% | +19.3% |
| 10Y | +220.1% | +301.7% | -81.7% | -7.0% |
| All | +220.1% | +303.0% | -82.9% | -7.0% |
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