+173.8%
DAL vs JCI
+174.6%
-0.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.6% | +0.6% |
| 7D | +8.8% | -9.4% | +18.2% | +14.4% |
| 30D | +5.4% | -13.4% | +18.8% | +13.4% |
| 3M | -4.9% | -12.4% | +7.5% | +1.3% |
| 6M | +19.8% | -5.1% | +25.0% | +20.3% |
| YTD | +27.0% | +13.7% | +13.3% | +11.5% |
| 1Y | +52.5% | +11.4% | +41.0% | +35.8% |
| 3Y | +173.8% | +175.9% | -2.0% | +44.4% |
| All | +173.8% | +174.6% | -0.8% | +44.4% |
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