+9,411.2%
INTC vs JCI
+2,244.0%
+7,167.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.3% | -1.7% |
| 7D | +6.0% | +3.2% | +2.8% | +5.0% |
| 30D | -39.2% | -8.6% | -30.6% | -36.6% |
| 3M | -42.9% | -7.7% | -35.2% | -40.6% |
| 6M | -50.4% | -2.6% | -47.8% | -49.0% |
| YTD | +61.7% | +17.4% | +44.3% | +56.9% |
| 1Y | +66.1% | +16.9% | +49.2% | +61.4% |
| 3Y | +58.1% | +186.7% | -128.6% | +15.9% |
| 5Y | +27.9% | +95.4% | -67.5% | +4.5% |
| 10Y | +111.1% | +292.7% | -181.6% | +37.4% |
| All | +9,411.2% | +2,244.0% | +7,167.2% | +2,772.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling