+305.0%
INTC vs JCI
+33.3%
+271.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.5% | -4.1% | -4.2% |
| 7D | +9.4% | +0.4% | +9.0% | +9.2% |
| 30D | +2.7% | -7.7% | +10.4% | +10.7% |
| 3M | -6.3% | +2.8% | -9.0% | -6.9% |
| 6M | +114.5% | +7.2% | +107.2% | +106.5% |
| YTD | +171.9% | +20.0% | +151.9% | +150.8% |
| 1Y | +305.0% | +33.3% | +271.8% | +267.4% |
| All | +305.0% | +33.3% | +271.7% | +267.4% |
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