+66.1%
INTC vs JCI
+14.5%
+51.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.3% | +0.2% |
| 7D | +6.0% | +3.2% | +2.8% | +2.4% |
| 30D | -39.2% | -8.6% | -30.6% | -30.4% |
| 3M | -42.9% | -7.7% | -35.2% | -35.4% |
| 6M | -50.4% | -2.6% | -47.8% | -46.2% |
| YTD | +61.7% | +17.4% | +44.3% | +57.4% |
| 1Y | +66.1% | +16.9% | +49.2% | +64.3% |
| All | +66.1% | +14.5% | +51.6% | +64.3% |
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