+425.9%
CARR vs JCI
+530.5%
-104.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.3% |
| 7D | +0.6% | +4.1% | -3.4% | -2.2% |
| 30D | -8.7% | -3.8% | -4.8% | -6.3% |
| 3M | -18.4% | -1.6% | -16.7% | -17.7% |
| 6M | -0.6% | +9.5% | -10.1% | -6.9% |
| YTD | +10.9% | +21.7% | -10.8% | -3.8% |
| 1Y | -7.3% | +37.1% | -44.4% | -26.6% |
| 3Y | +2.9% | +165.2% | -162.3% | -49.9% |
| 5Y | +9.6% | +110.3% | -100.6% | -38.0% |
| All | +425.9% | +530.5% | -104.6% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling