+62.1%
DAL vs JCI
+27.0%
+35.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -6.3% | +13.4% | +9.2% |
| 7D | +11.1% | -10.7% | +21.8% | +15.3% |
| 30D | +7.7% | -10.4% | +18.1% | +11.6% |
| 3M | -3.5% | -8.3% | +4.7% | -1.2% |
| 6M | +31.3% | -2.1% | +33.5% | +30.4% |
| YTD | +30.0% | +18.4% | +11.6% | +17.0% |
| 1Y | +62.1% | +27.7% | +34.4% | +39.0% |
| All | +62.1% | +27.0% | +35.0% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling