+286.5%
C vs JCI
+328.4%
-41.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.3% |
| 7D | +3.2% | +5.1% | -1.9% | -0.1% |
| 30D | +1.3% | -3.8% | +5.1% | +3.7% |
| 3M | +3.1% | +1.9% | +1.2% | +1.1% |
| 6M | +29.6% | +11.2% | +18.4% | +19.2% |
| YTD | +19.0% | +22.9% | -4.0% | +1.7% |
| 1Y | +45.6% | +37.4% | +8.3% | +14.9% |
| 3Y | +269.3% | +167.8% | +101.4% | +80.1% |
| 5Y | +131.6% | +115.0% | +16.5% | +26.9% |
| 10Y | +286.5% | +325.3% | -38.8% | +13.9% |
| All | +286.5% | +328.4% | -41.9% | +13.9% |
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 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