+179.9%
INTC vs JCI
+163.4%
+16.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.4% |
| 7D | +18.0% | +4.1% | +13.9% | +14.6% |
| 30D | +8.9% | -3.8% | +12.8% | +12.2% |
| 3M | -1.6% | -1.6% | +0.1% | +0.4% |
| 6M | +133.1% | +9.5% | +123.6% | +121.7% |
| YTD | +187.9% | +21.7% | +166.2% | +155.8% |
| 1Y | +334.7% | +37.1% | +297.6% | +256.6% |
| All | +179.9% | +163.4% | +16.5% | +60.3% |
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 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