+7,917.6%
FLEX vs JCI
+2,102.1%
+5,815.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.6% |
| 7D | -0.9% | +3.8% | -4.7% | -2.7% |
| 30D | -10.1% | -5.7% | -4.5% | -7.4% |
| 3M | -31.3% | -1.4% | -29.9% | -30.3% |
| 6M | +71.3% | +4.1% | +67.1% | +70.3% |
| YTD | +81.2% | +21.7% | +59.5% | +66.7% |
| 1Y | +98.5% | +36.1% | +62.4% | +73.4% |
| 3Y | +428.2% | +154.4% | +273.8% | +245.3% |
| 5Y | +657.3% | +112.0% | +545.2% | +432.5% |
| 10Y | +995.9% | +322.2% | +673.7% | +464.7% |
| All | +7,917.6% | +2,102.1% | +5,815.5% | +1,706.8% |
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