+246.7%
CB vs JCI
+298.2%
-51.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.6% |
| 7D | +0.7% | -5.9% | +6.6% | +2.5% |
| 30D | +8.2% | -10.4% | +18.5% | +11.5% |
| 3M | +6.3% | -6.1% | +12.4% | +7.4% |
| 6M | +16.2% | +1.7% | +14.5% | +12.8% |
| YTD | +19.3% | +18.9% | +0.5% | +8.3% |
| 1Y | +29.2% | +16.1% | +13.1% | +18.2% |
| 3Y | +71.4% | +187.8% | -116.4% | +0.5% |
| 5Y | +104.2% | +103.2% | +1.0% | +38.7% |
| 10Y | +246.7% | +288.2% | -41.6% | +49.3% |
| All | +246.7% | +298.2% | -51.6% | +49.3% |
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