+71.8%
CB vs JCI
+174.6%
-102.8%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.5% | -1.8% |
| 7D | +0.2% | -9.4% | +9.6% | +0.4% |
| 30D | +9.1% | -13.4% | +22.5% | +9.4% |
| 3M | +3.4% | -12.4% | +15.8% | +3.7% |
| 6M | +14.1% | -5.1% | +19.2% | +13.7% |
| YTD | +18.0% | +13.7% | +4.3% | +15.7% |
| 1Y | +30.1% | +11.4% | +18.7% | +27.7% |
| 3Y | +71.8% | +175.9% | -104.1% | +60.0% |
| All | +71.8% | +174.6% | -102.8% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling