+40.1%
GILD vs JCI
+9.7%
+30.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.5% | +2.5% | -4.1% |
| 7D | +1.2% | -16.9% | +18.1% | +0.6% |
| 30D | +16.2% | -17.2% | +33.4% | +15.7% |
| 3M | +27.9% | -14.2% | +42.1% | +27.2% |
| 6M | +27.1% | -8.7% | +35.8% | +26.0% |
| YTD | +39.0% | +10.7% | +28.2% | +34.8% |
| 1Y | +40.1% | +9.7% | +30.4% | +35.3% |
| All | +40.1% | +9.7% | +30.4% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling