+208.8%
C vs JCI
+298.2%
-89.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | -0.4% | -5.9% | +5.5% | +3.1% |
| 30D | -5.2% | -10.4% | +5.2% | +0.7% |
| 3M | -9.1% | -6.1% | -3.0% | -6.7% |
| 6M | -1.6% | +1.7% | -3.3% | -5.1% |
| YTD | +6.9% | +18.9% | -11.9% | -7.9% |
| 1Y | +23.0% | +16.1% | +6.8% | +7.4% |
| 3Y | +216.1% | +187.8% | +28.3% | +43.2% |
| 5Y | +112.2% | +103.2% | +9.0% | +19.2% |
| 10Y | +208.8% | +288.2% | -79.4% | -9.5% |
| All | +208.8% | +298.2% | -89.5% | -9.5% |
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