+123.6%
HOOD vs JCI
+116.1%
+7.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -2.5% |
| 7D | -3.8% | +3.2% | -7.0% | -6.1% |
| 30D | -23.0% | -8.6% | -14.4% | -17.6% |
| 3M | -21.6% | -7.7% | -13.9% | -17.2% |
| 6M | +1.4% | -2.6% | +4.0% | -0.3% |
| YTD | -31.2% | +17.4% | -48.5% | -44.2% |
| 1Y | -35.9% | +16.9% | -52.9% | -47.8% |
| 3Y | +836.9% | +186.7% | +650.2% | +262.2% |
| 5Y | +121.1% | +95.4% | +25.8% | -5.6% |
| All | +123.6% | +116.1% | +7.5% | +15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling