+392.2%
DAL vs JCI
+292.8%
+99.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.6% | +0.5% |
| 7D | +8.8% | -9.4% | +18.2% | +15.1% |
| 30D | +5.4% | -13.4% | +18.8% | +14.1% |
| 3M | -4.9% | -12.4% | +7.5% | +1.9% |
| 6M | +19.8% | -5.1% | +25.0% | +20.8% |
| YTD | +27.0% | +13.7% | +13.3% | +13.1% |
| 1Y | +52.5% | +11.4% | +41.0% | +37.5% |
| 3Y | +173.8% | +175.9% | -2.0% | +36.6% |
| 5Y | +104.5% | +98.4% | +6.2% | +23.8% |
| 10Y | +129.7% | +311.2% | -181.4% | -11.5% |
| All | +392.2% | +292.8% | +99.5% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling