+121.4%
DAL vs JCI
+299.8%
-178.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.4% | -2.8% |
| 7D | +2.3% | +2.9% | -0.6% | +0.1% |
| 30D | +14.3% | -6.9% | +21.3% | +19.0% |
| 3M | +1.3% | -6.3% | +7.6% | +4.4% |
| 6M | +29.3% | +2.6% | +26.7% | +22.8% |
| YTD | +33.0% | +21.8% | +11.2% | +9.0% |
| 1Y | +59.8% | +19.6% | +40.2% | +32.8% |
| 3Y | +177.2% | +194.9% | -17.8% | +9.2% |
| 5Y | +118.4% | +108.1% | +10.2% | +10.9% |
| 10Y | +121.4% | +307.6% | -186.2% | -44.6% |
| All | +121.4% | +299.8% | -178.3% | -44.6% |
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