+62.2%
INTC vs JCI
+192.8%
-130.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -0.8% |
| 7D | +17.1% | +8.4% | +8.7% | +9.5% |
| 30D | -40.5% | -8.9% | -31.6% | -34.2% |
| 3M | -39.4% | -6.4% | -32.9% | -34.4% |
| 6M | -49.3% | +1.6% | -50.9% | -48.0% |
| YTD | +65.9% | +20.1% | +45.8% | +52.7% |
| 1Y | +61.5% | +17.2% | +44.3% | +51.2% |
| All | +62.2% | +192.8% | -130.6% | -3.1% |
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