+990.2%
IBKR vs JCI
+348.5%
+641.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | -0.1% | +1.0% |
| 7D | -1.3% | +0.7% | -2.1% | -1.7% |
| 30D | -0.2% | -4.4% | +4.2% | +2.1% |
| 3M | +3.0% | +1.7% | +1.3% | +1.4% |
| 6M | +33.9% | +8.8% | +25.1% | +26.3% |
| YTD | +42.5% | +22.6% | +19.9% | +25.3% |
| 1Y | +44.9% | +36.2% | +8.7% | +19.9% |
| 3Y | +293.0% | +168.0% | +125.0% | +125.5% |
| 5Y | +497.7% | +113.5% | +384.2% | +276.1% |
| All | +990.2% | +348.5% | +641.7% | +334.6% |
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