+128.1%
DAL vs JCI
+303.0%
-174.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.8% | +0.5% | +1.8% |
| 7D | +10.0% | -3.4% | +13.5% | +12.2% |
| 30D | +12.0% | -10.1% | +22.2% | +19.7% |
| 3M | +0.8% | -6.8% | +7.6% | +4.3% |
| 6M | +26.2% | +2.0% | +24.2% | +20.3% |
| YTD | +33.7% | +19.2% | +14.5% | +11.4% |
| 1Y | +57.6% | +16.7% | +40.8% | +33.4% |
| 3Y | +183.5% | +194.3% | -10.8% | +12.0% |
| 5Y | +114.2% | +103.0% | +11.1% | +11.1% |
| 10Y | +128.1% | +301.7% | -173.6% | -41.7% |
| All | +128.1% | +303.0% | -174.9% | -41.7% |
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 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