+179.9%
DAL vs JCI
+191.7%
-11.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +10.7% | -5.9% | +16.6% | +14.1% |
| 30D | +12.5% | -10.4% | +22.9% | +18.8% |
| 3M | +3.6% | -6.1% | +9.7% | +6.0% |
| 6M | +26.7% | +1.7% | +25.0% | +22.0% |
| YTD | +34.3% | +18.9% | +15.4% | +15.0% |
| 1Y | +59.1% | +16.1% | +43.0% | +38.5% |
| 3Y | +179.9% | +187.8% | -8.0% | +42.5% |
| All | +179.9% | +191.7% | -11.8% | +42.5% |
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