+108.5%
CSCO vs JCI
+169.7%
-61.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.4% |
| 7D | -0.5% | +5.1% | -5.6% | -2.3% |
| 30D | -10.1% | -3.8% | -6.3% | -8.9% |
| 3M | -11.7% | +1.9% | -13.6% | -12.5% |
| 6M | +40.1% | +11.2% | +28.9% | +34.5% |
| YTD | +43.8% | +22.9% | +20.8% | +33.6% |
| 1Y | +66.6% | +37.4% | +29.2% | +48.6% |
| 3Y | +108.5% | +167.8% | -59.3% | +56.1% |
| All | +108.5% | +169.7% | -61.2% | +56.1% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling