+98.5%
DAL vs JCI
+155.6%
-57.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.6% |
| 7D | +0.1% | +3.8% | -3.7% | -2.2% |
| 30D | -13.9% | -5.7% | -8.3% | -10.8% |
| 3M | +1.1% | -1.4% | +2.5% | +1.4% |
| 6M | +26.2% | +4.1% | +22.1% | +21.3% |
| YTD | +16.4% | +21.7% | -5.3% | -0.4% |
| 1Y | +33.9% | +36.1% | -2.3% | +5.6% |
| All | +98.5% | +155.6% | -57.1% | -2.3% |
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