+143.8%
GOOGL vs JCI
+163.4%
-19.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | -1.9% | +4.1% | -5.9% | -3.0% |
| 30D | -7.5% | -3.8% | -3.6% | -6.5% |
| 3M | -9.2% | -1.6% | -7.5% | -9.1% |
| 6M | +8.1% | +9.5% | -1.5% | +4.3% |
| YTD | +5.8% | +21.7% | -15.9% | -1.6% |
| 1Y | +38.3% | +37.1% | +1.2% | +23.5% |
| All | +143.8% | +163.4% | -19.6% | +72.5% |
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