+32,991.5%
GILD vs JCI
+3,081.6%
+29,909.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.3% |
| 7D | -4.8% | +0.7% | -5.6% | -5.0% |
| 30D | +5.8% | -4.4% | +10.2% | +6.8% |
| 3M | +14.9% | +1.7% | +13.3% | +14.0% |
| 6M | -0.4% | +8.8% | -9.1% | -3.0% |
| YTD | +18.5% | +22.6% | -4.1% | +12.0% |
| 1Y | +25.1% | +36.2% | -11.1% | +15.1% |
| 3Y | +105.9% | +168.0% | -62.1% | +58.6% |
| 5Y | +143.0% | +113.5% | +29.5% | +94.6% |
| 10Y | +162.4% | +344.3% | -181.9% | +71.1% |
| All | +32,991.5% | +3,081.6% | +29,909.9% | +7,852.0% |
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